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What is a Roth Conversion and Who Should Consider It?
Roth conversions can be confusing, especially for those new to the concept. It involves changing pre-tax retirement accounts like IRAs or 401(k)s into Roth IRAs […]
Roth Conversion Strategies for High Income Earners
High-income earners often face unique challenges when planning for retirement, particularly regarding taxes. Roth conversion strategies for high income earners can provide a pathway to […]
3 Common Roth Conversion Mistakes You Need to Avoid
Converting retirement accounts to Roth IRAs is crucial for long-term financial planning. Many individuals make significant errors during this process, often affecting their future tax […]
Roth IRA Conversions for Retirees (When It Makes Sense)
As someone who has dedicated over a decade to specializing in Roth conversions, I understand the complexities and opportunities they present. The internet is rife […]
4 Tips to Tame the Tax Beast
I’ve written a lot about the bitter-sweet of accumulating large amounts in your 401k or IRA account. The single biggest challenge I dealt with regarding […]
A Windfall from Uncle Sam – if you act soon.
The House of Representatives just passed the SECURE Act. There are several elements of the Act, but one that is getting a lot of visibility […]
Roth Conversions, Coffee and The Election
Jim, a recent client, reminded me today that many of you would appreciate some input on doing Roth conversions; especially in the ‘dynamic’ political and […]