Inside: It’s The End Of May – What About “Sell In May, Go Away?” | Poll: How Do You Honor Memorial Day? | MoneyDo: Know What You Own: Fixed Income | Ask Annex: Beaten & Baked. What Are The Beaten Down Sectors? – AND – What Does Baked In Mean? | Is The Trade War Affecting China? You Bet It Is. | The $50,000 Electric Pickup Truck From Workhorse. | The FCC Wants To Help You Start Answering Your Phone Again. Here’s How. | DYADT: Annex’s Women, Wealth & Wisdom Group Presents: Budgeting In Retirement
Whose Name Goes First On A Joint Tax Return?
Today we are taking a closer look at how people decide whether moving money into a Roth account makes sense for their long-term financial plan. The choice can offer powerful tax advantages, but it might not be the right move for everyone. Annex Wealth Management’s Mike Dodge and Drew Powell help us understand when this strategy can be a smart opportunity and when it may create more problems than it solves.
