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September 4, 2024
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 […]
September 4, 2024
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 […]
September 4, 2024
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 […]
April 25, 2024
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 […]