Dashboard Wealth Advisors "Our Thoughts"

Roth Thoughts - New Tax Law Update

Retirees face the challenge of replacing their working income with a combination of pension and Social Security income combined with the cash-flow derived from their various other investments. At Dashboard Wealth Advisors, our team of professionals break assets down into three basic categories: Pre-Tax, Post-Tax, and No-Tax.
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Unless certain criteria are met, Roth IRA owners must be 59½ or older and have held the IRA for five years before tax-free withdrawals are permitted. Additionally, each converted amount is subject to its own five-year holding period. Converting a traditional IRA into a Roth IRA has tax implications. As federal and state tax rules are subject to frequent changes, you should consult with a qualified tax advisor prior to making any investment decision. The information contained in this report does not purport to be a complete description of the developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Expressions of opinion are as of this date and are subject to change without notice.

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