New answers tagged retirement
2
votes
Traditional IRA Conversion to Roth IRA (Should I do it or not)
Roth Conversion is a great thing to do in "gap years" or soon after you retire.
The math whizzes will tell you it's exactly the same to stay in the IRA or switch to the Roth, except for the ...
2
votes
Accepted
Traditional IRA Conversion to Roth IRA (Should I do it or not)
Since your comments state you have a Roth 401(k), I'm assuming you also have a pre-tax 401(k), and it accepts rollovers.
What you want to do is roll your $300k Rollover IRA and $39,500 from your ...
3
votes
Tax mitigation for payment received under an employment separation agreement
I've been in a very similar situation in Ontario, and the bad news is neither I nor my financial advisor were able to come up with a way to do what you are trying to do. Not to say that you may not ...
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