The summer 2024 financial planning newsletter is now available. In addition to the investment market update, it includes updates on inherited IRA required minimum distributions, HSA contribution limits, and the new Fincen filing requirement for business entities. The newsletter also highlights … [Read more...]
After-tax retirement contributions: how to know if you have any
With all the talk about converting after-tax retirement contributions to Roth, you may be wondering if this applies to you. Here's how to tell if you have any after-tax money in an IRA or 401k. First, let's cover the difference between after-tax money and Roth. Both after-tax and Roth … [Read more...]