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JAM Program Simple Steps
JAM Interactive Budget Program
retirement basics
Question: I want to convert my 401k/403b/Traditional IRA to a Roth IRA. How does This Work?
Doing a Roth Conversion has become a hot topic this year. There used to be income restrictions on a Roth conversion, limiting the people who can do this. However, the income restriction has been lifted this year, leaving the option of being able to take advantage Roth’s tax free growth and withdrawals open to everybody. [...]
IRA/401k Taxation 101 – Introduction to Phase 2, Step 2
IRA/401k Taxation 101
This post will start a series around Phase 2, Step 2 – 10-15% Retirement Savings. Before we invest 10-15% of our income into retirement, we need to learn how they work.
Tax season has come and gone again this year (hopefully this isn’t news to you) but I wanted to outline some very [...]