James McGlynn CFA, RICPJul 252 minLump sum pension converted to Roth pre-IRMAADec 31, 2021 AS THEY APPROACH retirement age, workers sometimes get to choose between a monthly pension and a lump-sum payout. It’s a...
James McGlynn CFA, RICPSep 30, 20211 minRoth While You CanNEWS OF ENTREPRENEUR Peter Thiel’s $5 billion Roth account, which was funded with PayPal stock, has motivated Congress to look at...