Jeff Rose, CFP®

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3 Simple Ways to Do Your Own Taxes

If you’re considering doing your own taxes this season, it’s important to remember that federal income tax can be quite complicated, so it’s essential to have a reliable guide to go by to ensure that your taxes are filed correctly. Any mistakes you make can subject you to hefty fines, and you could limit yourself from getting the highest return …

Roth IRA vs. Roth 401(k) – Choose The Best Plan For You

The Roth IRA vs. the Roth 401(k) – they have so much in common, yet they’re also so different! How can that be, since are both Roth plans? Mostly, it’s because one is an employer-sponsored plan, and the other is a self-directed account. But the IRS allows certain specific benefits for each plan type. The Roth IRA versus the Roth …

The Ultimate Roth IRA Conversion Guide – Everything You Need to Know

Thinking about converting your retirement account to a Roth IRA? It’s easy to see why the Roth IRA is so incredibly popular. Contributions to a Roth IRA are made with income that has already been taxed, meaning there’s no initial tax benefit, but the money you have in a Roth grows tax-free over time. Roth IRAs don’t come with Required …

Best Places To Open A Roth IRA

The best Roth IRA accounts are easy to open online. There are a ton of online brokerage firms that let you open a Roth IRA and invest in various funds. To help you with your search for the best Roth IRA account, we compared more than 30 financial companies to find out which ones offer the best Roth IRA accounts …