Roth IRA Conversions Do Not Count for Roth IRA Contribution Eligibility

By Andy Ives, CFP®, AIF® IRA Analyst If a person wants to make a Roth IRA contribution, there are two primary hurdles to get over. First, a person must have taxable compensation to make the contribution. Items like W-2 wages, commissions, professional fees or bonuses...

Five Things to Know about the Five-Year Rule on Converted Roth Funds

By Sarah Brenner, JD Director of Retirement Education If you are under age 59½ and you converted your traditional IRA to a Roth IRA, you will need to watch out for the five-year rule for penalty-free distributions of converted funds. Not understanding how the rule...

529-to-Roth: Still No News on 15-Year Clock

By Andy Ives, CFP®, AIF® IRA Analyst It’s been nearly 3½ years, and still no news. No guidance. No updates. Background: In December 2022, the SECURE 2.0 Act was signed into law. That legislation contained an extensively discussed provision – allowing excess dollars in...
Note that the example above uses jQuery to trigger the function call, but you could trigger the function call using any method you wish.fbq('track', 'Lead'); - To track the lead event on the page. Like Thank you page after submitting the lead. If you have the Thank you page after submitting the lead then you can paste this code on the page and it'll track it as a successful lead. If instead you wanted to track a standard purchase event when the visitor clicks a purchase button, you could tie the fbq('track') function call to the lead button on your page, like this: