Question: I have tried reading the IRS bulletin on Roth IRAs but still have a question. If you are over 59 1/2 and have owned a Roth IRA for at least five years, are the distributions (including any income you have gained) tax free? Is it wise to invest in a Roth? Why? Answer: The Read more »
Choosing between 529 Plan Contributions and Municipal Bonds
Question: We’re hoping to get your advice on an investment we’re considering outside of our retirement accounts. I’ll try to keep this brief. My wife and I have paid off the mortgage on our primary residence, and the only debt we have is a rental home that we plan to sell eventually (it currently covers Read more »