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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
How high income earners use Roth conversions in 2026: backdoor and mega backdoor Roth, bracket-filling, the pro-rata rule, IRMAA, NIIT, and timing windows.
3 Common Roth Conversion Mistakes You Need to Avoid
The 10 costliest Roth conversion mistakes near-retirees make in 2026, with current tax brackets, IRMAA thresholds, and a worked $100k example.
When A Roth IRA Conversion Makes Sense for Retirees
Roth IRA conversions are a crucial part of retirement planning, especially for individuals with significant retirement savings. This blog aims to demystify the process of […]
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 […]