Financial advisors from Sensible Advisors attended the NAPFA Spring National Conference in Texas, gaining insights on tax savings, IRAs, long-term care planning, and estate taxes.
IRA
Year-end Tax Planning: Should You Do a Roth Conversion?
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Need a Short-term Loan? How About an Interest Free Loan from Yourself?
Intentionally or not, Congress created an opportunity for IRA account holders to get a 0% interest, short-term (60 days or less) IRA loan.
Roth and Traditional IRA contributions: 2 simple rules, and 1 rule that isn’t so simple
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