Brendan Willmann, CPA, EA, CFP®
Asheville: 828-348-8698
Cincinnati: 513-549-2736

Roth IRA

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Roth IRA Income Phase-Out

The Roth IRA can be a very attractive savings option for a number of reasons.  The primary benefit of the Roth IRA is the potential to avoid taxation on future qualified withdrawals, most notably in retirement.  This is particularly advantageous for taxpayers who are otherwise ineligible to make tax-deductible contributions to a Traditional IRA.  Unfortunately […]