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What to Do With an Inherited IRA: Your Options Explained
Inheriting an IRA can feel overwhelming, especially when you’re already dealing with the loss of a loved one. The decisions you make in the weeks […]
401(k) to Roth Conversion: Rules and Tax Implications
If you have accumulated significant savings in a traditional 401(k), you may be wondering whether converting those funds to a Roth IRA makes sense for […]
TSP Roth Conversion: What Federal Employees Need to Know
Federal employees now have access to one of the most significant enhancements to the Thrift Savings Plan in years. Starting January 28, 2026, the TSP […]
Roth Conversion Ladder: A Strategy for Early Retirees
Retiring before age 59½ presents a significant challenge: how do you access your retirement savings without triggering the 10% early withdrawal penalty? For those with […]
Roth Conversion: What You Need to Know
Planning for retirement means looking at different strategies to secure our financial future. One key strategy is a Roth conversion. It’s when you switch a […]
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 […]