Tag: Roth IRA

MyCTSavings Launch Hailed by State Leaders

Discussing the program’s launch with PLANADVISER, Connecticut Comptroller Natalie Braswell says the goal of the program is straightforward—to help ensure everyone can achieve a financially secure retirement regardless of the industry or sector they work in.

Retirement Taxes Can Derail DC Plan Participants’ Progress

“There are strategies of rolling some amount of traditional 401(k) dollars over into a Roth IRA that are potentially advantageous, especially if you have a couple of years where your income is lower,” observes Angie O’Leary, head of wealth planning at RBC Wealth Management. “Having tax diversification available down the line is really helpful in building that paycheck in retirement.”