Our Latest
Articles
Your CPA’s Roth Conversion Advice Could Cost You Millions
The difference between a “safe” Roth conversion strategy and a complete one can be measured in hundreds of thousands — sometimes millions — of dollars […]
When Roth Conversions Are Wrong: 4 Disqualifying Reasons
Most retirees considering a Roth conversion hear the same advice repeated across the financial press: don’t cross into a higher tax bracket, don’t trigger an […]
The Smart Way IRA Millionaires Pay Roth Conversion Taxes
For IRA Millionaires sitting on $1 million or more in pre-tax retirement assets, the question of how to pay Roth conversion taxes is rarely a […]
How to Pay Roth Conversion Taxes: A 2026 Strategy Guide
A Roth conversion adds the converted amount to taxable income for the year — and for an IRA millionaire converting $200,000, $300,000, or more, that […]
Roth vs Traditional IRA: Pros, Cons, and Which to Choose
Planning for retirement is key to a secure financial future. We often face choices about the right Individual Retirement Account (IRA). The decision of Roth […]
Are Multi Year Roth Conversions Better for You — The Truth
We’ve specialized in Roth conversion planning for more than a decade. In this post we break down a question we get all the time: […]
Save over $1 Million in taxes with Roth Conversions
In this post we walk through how a strategic Roth conversion plan can save a household with a large IRA well over $1,000,000 in taxes. If […]
How to Effectively Manage Roth IRA Conversion Taxes
Managing Roth IRA conversion taxes can feel overwhelming, but with the right approach, it becomes a powerful strategy to maximize your retirement savings. I’ve spent […]
The Pro’s and Con’s of Doing Partial Roth Conversions
When it comes to retirement planning, few strategies spark as much interest—and debate—as partial Roth conversions. In this article, I’ll walk you through the advantages […]
8 Tax-Saving Tips for Estate Planning and Roth Conversions
Roth conversions often don’t come to mind when discussing estate planning, but they can be a powerful tool for enhancing your financial legacy. Here, I’m […]