Posts Tagged ‘Roth IRA’

Putting your tax refund to work

by Ike Trotter Published: March 8,2013

Tags: Ike Trotter, Roth IRA, taxes, TD Ameritrade

According to a recent TD Ameritrade poll, 47 percent of U.S. taxpayers expect a refund this year. The important question to ask is: What do they plan to do with the money? The answers may surprise you. While 15 percent of the survey respondents indicated they would spend their refunds on discretionary purchases, 47 percent […] [...]

TROTTER: Last-minute tax reminders for 2012

by Ike Trotter Published: April 8,2012

Tags: Form 8949, Ike Trotter, IRS, Roth IRA, tax season

Every year, the IRS enacts certain changes to the tax code; some large — but most fairly small. There are those situations, however, where some changes to the tax code don’t receive as much notice as they should. This year is no exception. Here is a rundown of what may affect some taxpayers this year. […] [...]

Many are sold on need to convert to Roth IRA

by Nash Nunnery Published: December 21,2009

Tags: IRA, Roth IRA

  To convert or not to convert – that is the question many investors are asking themselves as 2010 approaches. Beginning Jan. 1, traditional IRA owners will have the opportunity to convert their investment into a Roth IRA, a form of IRA in which the contributions are not dedicated for income tax purposes, but the […] [...]

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