Everyone’s favorite tax expert, Bill Sweet, joined me on the show as well to discuss questions about Roth IRAs, winning the Powerball lottery, income-based investment strategies and when to do a Roth conversion in your workplace retirement plan. Further Reading: Is This 1996 or 1999? 1It’s crazy that we’ve dealt with a pandemic, supply chain shocks, 9% inflation and now tariffs yet margins have moved hi...
Disclaimer: This story is auto-aggregated by a computer program and has not been created or edited by finopulse.
Publisher: Source link

Related Articles
Insurance
Do Frontline Insurance’s ratings make it a viable insurer?
Sep 7, 2025 Sep 7, 20254. Voluntary participation Unlike obtaining financial documents for SEC compliance, getting a rating from Fitch, Moody’s, or S&P Global is...
Taxes
Social Security Survivor Benefits and Taxes
Sep 7, 2025 Sep 7, 2025Key Takeaways: Social Security survivor benefits provide monthly income to widows, widowers, and certain family members, replacing lost earnings after...
Mortgage
Reed becomes new housing secretary after Rayner exit – Mortgage Strategy
Sep 7, 2025 Sep 7, 2025Steve Reed has become the new housing secretary following the resignation of Angela Rayner over her tax affairs. He...