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Tag: Roth-IRA

Taxes From A To Z: R Is For Roth IRA

Kelly Phillips ErbMarch 20, 2011

Every now and again, I write a piece knowing that there will be a backlash of some sort. This is one of those pieces. You’d

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Ask The Taxgirl: Roth Conversions

Kelly Phillips ErbApril 23, 2009May 17, 2020

Taxpayer asks: Hi,I am currently retired, age of 60.I have pension income of $48K / yr and investment income of 20K/ yr.What are the tax

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Retirement Account Rules Tweaked For 2009

Kelly Phillips ErbDecember 29, 2008December 27, 2019

Just before the holidays, President Bush signed a bill that eliminated the hefty penalty for not taking the required minimum distributions (RMDs) from certain tax-deferred

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Ask The Taxgirl: Rollovers

Kelly Phillips ErbApril 12, 2007December 4, 2019

Taxpayer asks: I had a IRA from a former employer that was rolled over to a brokerage account in 2006.  While preparing for my tax

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Tax Changes For 2006 (Pt 2)

Kelly Phillips ErbMarch 7, 2007May 19, 2020

One of the most important tax changes for 2006 is the increase in the contribution limit for Roth and traditional IRAs rises for those taxpayers

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