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Roth Conversion Strategies for High Income Earners
High-income earners often face unique challenges when it comes to retirement savings and tax management. One of the most powerful strategies available to them is […]
3 Common Roth Conversion Mistakes You Need to Avoid
Planning for retirement is a critical aspect of financial health, especially when it comes to converting your traditional IRAs and 401ks to Roth IRAs. Many […]
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 […]