Earn too much for a Roth IRA?
https://ktwealthmanagement.com/wp-content/uploads/2025/04/Earn-too-much-for-a-Roth-IRA.mp4This strategy allows high earners to get money into a Roth IRA by first contributing to a Traditional IRA, then converting it. The result? Tax-free growth and tax-free...
New 401k Super Catch-Up Contribution in 2025 for ages 60-63
https://ktwealthmanagement.com/wp-content/uploads/2025/03/New-401k-Super-Catch-Up-Contribution-in-2025-for-ages-60-63.movIf you’re 60-63 years old, the catch-up contribution just got a major boost- from $7,500 to $11,250.That’s extra savings, extra...
Is Market Leadership Shifting?
For two years, the “Magnificent Seven”—Apple, Amazon, Alphabet, Meta, Microsoft, Nvidia, and Tesla—were unstoppable, surging 156.1% and driving the S&P 500 up 53.2%. But 2025 is telling a different story.While the S&P 500 is up 1.4% so far this...