Tag Archives | ROTH IRA

Dan Zajac, philadelphia financial advisor

What is a Roth Conversion and Why I Love It

Roth IRAs may be fantastic financial planning and investment vehicles for many reasons.  Specifically, their tax-deferred growth and tax-free income features make them particularly attractive to savers of all ages and incomes. Unfortunately Roth IRAs were not always a readily available option for everyone.   In fact, the rules for contributing to a Roth IRA were […]

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Dan Zajac, philadelphia financial advisor

How to ROTH IRA at Any Age or Income

ROTH IRAs can be a fantastic part of any financial plan. In fact, they can be a good fit for savers both young and old, pre-retirees and retirees, and low and high wage earners. This is because ROTH IRAs aren’t a one-size-fits-all model. They have features that can benefit any age and any demography. But […]

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IRA's and ROTH IRA's - Why it matters

The Impact of an Annual IRA Contribution

Tax season is the perfect time to evaluate your financial plan, retirement preparation, and investment accounts. Tax season is also an opportune time to make a commitment to implement a saving and investing plan.  Many times, an IRA is the easiest and most convenient option to begin saving and investing. If you happen to be […]

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