Machine series, we recently asked ChatGPT the following question: What steps should someone take to evaluate whether to do a ...

I have $120,000 in after-tax contributions in my traditional 401(k) at work. Can I roll over just the after-tax money into my ...

The Roth IRA contribution limits for 2025 are $7,000, or $8,000 if you're 50 or older, unchanged from 2024. The income ...

John Mills is a registered investment advisers and certified financial planner. Reach him at 707-254-0155 or MillsWealth.com.

For 2025, the Roth IRA contribution limit holds steady at the same level as 2024. If you qualify, you can stash away up to $7,000 in your Roth IRA for the year. And if you're 50 or older, you get the ...

Thanks to higher income limits in 2025, you might now qualify to make direct contributions to a Roth IRA.

Before clients convert their traditional IRAs to Roths, they should be aware of a new rule that says all this year’s required minimum distribution (RMD) be taken out first, according to a new analysis ...

A backdoor Roth IRA lets high-income earners convert after-tax traditional IRA funds to Roth IRA for tax free growth. Learn the process and tax implications.

With the money saved and invested in our Health Savings Account (HSA), here’s how we plan to use it to give our family a ...

Compounding is one of the most powerful forces in investing, especially when contributions are made early. This concept ...

Roth IRA Conversions and Recharacterizations Conversions ... Page 17. Internal Revenue Service. "Form 5498, IRA Contribution ...