Roth IRA

Are higher capital-gains taxes just around the corner? It’s a hot topic of discussion right now in light of the Biden administration’s American Families Plan. The proposed legislation would raise long-term capital-gain and qualified-dividend taxes for some very high-earning individuals (more than $1 million in taxable income) from the current rate of 23.8% to 39.6% (43.4% … [Read more...] about Opinion: Worried about a hike in capital-gains taxes?

Retirement Options: What About A ROTH IRA?  Yahoo News … [Read more...] about Retirement Options: What About A ROTH IRA? – Yahoo News

You may have missed it, but there’s a bit of a kerfuffle of late about Roth conversions—and this week, we wondered if the strategy had taken hold with the plans with which readers work. The trouble began shortly before the Independence Day holiday when ProPublica published an article lengthily titled, “Lord of the Roths: How Tech Mogul Peter Thiel Turned a Retirement Account … [Read more...] about READER POLL: The ‘Take’ on Roth Conversions

With cryptocurrency starting to pop up in portfolios managed by institutional investors, it’s a question a growing number of individuals are asking themselves and their financial advisers. The answer, advisers say, is: It depends—on factors including an investor’s tolerance for risk, financial capacity to absorb losses, and knowledge of the digital asset industry. Among those … [Read more...] about Want to Dip a Toe Into Bitcoin? Here’s How to Invest in Cryptocurrency.

Amanda Filizetti Knaffla MARQUETTE — Range Bank recently announced the appointment of Amanda Filizetti Knaffla as the new vice president, trust and wealth management officer for its Trust & Wealth Management Services team. In her new role, Knaffla will lead Range Bank’s Trust … [Read more...] about Knaffla named VP, trust and wealth management officer for Range Bank Trust and Wealth Management Services | News, Sports, Jobs