roth IRA Archives - Elevations Credit Union Blog

IRA and Retirement Plan Limits for 2020

Posted on March 9, 2020 (July 15, 2021) by John Marx

in Financial Planning

How much are you saving for retirement? It’s essential to know how much you can contribute to your IRA, Roth IRA and employer retirement plans. Limits can change year to year. Read on to see what’s changed in 2020. The maximum amount you can contribute to a traditional IRA or a Roth IRA in 2020

Converting Your After-Tax 401(k) Dollars to a Roth IRA

Posted on October 11, 2019 by John Marx

in Personal Finance

Many folks have questions about their 401(k) dollars. How to access them and how to convert them moving forward. It can be confusing, but the CFS* wealth management advisors at Elevations can help you navigate your choices like the example below. Here’s the dilemma: You have a traditional 401(k) that contains both after-tax and pre-tax

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Tag: roth IRA

IRA and Retirement Plan Limits for 2020

Converting Your After-Tax 401(k) Dollars to a Roth IRA

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