Tax Articles from Indexopedia

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What are Backdoor Roth IRAs?

A Roth IRA is a tax-advantaged savings tool that enables people to save and invest after-tax dollars in a retirement account. They can be attractive because savers enjoy tax-free withdrawals during retirement. However, unlike traditional IRAs, Roth IRAs have income limits. All hope isn’t lost for high earners who want to use this retirement savings vehicle thanks to backdoor Roth...
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Costs and Benefits of rolling a 529 Plan to a Roth IRA

 Financial Planning,
 Personal Finance,
 Tax,
August 6, 2024
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Tax-Efficient Investing Strategies

 Personal Finance,
 Tax,
July 11, 2024
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Roth Conversion Ladders

 Index Investing,
 Personal Finance,
 Tax,
June 25, 2024
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Mega Backdoor Roth

 Personal Finance,
 Tax,
June 20, 2024
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Inherited IRAs

 Index Investing,
 Personal Finance,
 Tax,
May 14, 2024
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What is an After Tax 401(k)

 Personal Finance,
 Tax,
 Top Investment Principles FAQs,
May 14, 2024
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What are Partnerships?

 Personal Finance,
 Tax,
January 11, 2024
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What is an IRA?

 Personal Finance,
 Tax,
January 10, 2024
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What is Estate Tax?

 Personal Finance,
 Tax,
January 10, 2024
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What is the difference between Effective and Marginal Tax Rates?

 Index Investing,
 Indexing for the Affluent,
 Personal Finance,
 Tax,
January 9, 2024
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What is Tax-Loss Harvesting?

 Budgeting,
 Personal Finance,
 Tax,
 Top Personal Finance FAQs,
November 3, 2023
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What are SIMPLE IRAs?

 Personal Finance,
 Tax,
November 3, 2023
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What is a SEP?

 Personal Finance,
 Tax,
November 3, 2023
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What is a Roth IRA?

 Personal Finance,
 Tax,
November 3, 2023
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What are Rollovers?

 Personal Finance,
 Tax,
November 3, 2023
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Required Minimum Distribution

 Personal Finance,
 Tax,
November 3, 2023
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Gifting Appreciated Shares

 Personal Finance,
 Tax,
November 3, 2023
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Cost Basis

 Personal Finance,
 Tax,
November 2, 2023
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What is a Cash Balance Plan?

 Personal Finance,
 Tax,
November 2, 2023
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Capital Gains

 Personal Finance,
 Tax,
November 2, 2023
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AGI

 Personal Finance,
 Tax,
November 1, 2023
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What is a 457(b)?

 Personal Finance,
 Tax,
October 24, 2023
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What is a 403(b)?

 Personal Finance,
 Tax,
October 23, 2023
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What is a 401(k)?

 Personal Finance,
 Tax,
October 23, 2023