It’s the most wonderful time of the year for holiday cheer – and last-minute tax tips. Retirement Tip of the Week: As we approach the new year, look for tax-advantageous strategies to cut your tax bi...
Tag: rothconversion
Should I do a Roth conversion to offset stock losses?
Q.: Dear Dan, We have roughly $45,000 in short-term & long-term losses this year from our brokerage accounts. Is the best move to sell some of our positive stock positions in our brokerage account...
Is now a good time to do a Roth IRA conversion?
Hello and welcome to Financial Face-off, a MarketWatch column where we help you weigh financial decisions. Our columnist will give her verdict. Tell us whether you think she’s right in the comments. A...
Will you regret that Roth conversion when you get a huge tax bill?
If you took advantage of the down market in 2022 to convert some of your IRA to a Roth, you’re about to get a reality check of how much that will cost you when you file your tax return. Tax-saving str...