The bottom line: Roth conversions are a powerful financial tool for seniors and this maneuver could be boosted by Trump’s new changes to the tax code. However, if you and your partner earn a ...

When is a Roth conversion a good idea? Readers are confused about their strategies. Got a question about investing, how it fits into your overall financial plan and what strategies can help you make ...

Caring for a child or parent can mean a drop in income and a lower tax bracket. Why not take advantage by moving money into a ...

If you were planning a Roth conversion maneuver this year, the newly-introduced One Big Beautiful Bill (OBBB) doesn’t directly impact the strategy. However, it does have an indirect impact that could ...

MCKINNEY, TX, UNITED STATES, April 26, 2025 /EINPresswire.com/ -- For individuals contemplating whether to convert their traditional IRAs, 401(k)s, and other tax ...

Late-in-life Roth conversions can take some tricky math. As you approach retirement, one of the most important questions will ...

Roth conversions are one of the most powerful financial planning tools available. While they’re not right for everyone, for many investors, a Roth conversion can unlock huge tax savings. There are ...

Preparing for retirement can require income and asset shuffling to make sure you have enough funds available and don’t bump yourself into a higher tax bracket. One method for this is known as a Roth ...

If retirement is in the near future for you, you are probably strategizing your savings and retirement accounts to be ready for drawing them down. Check Out: Cutting Expenses for Retirement? Here’s ...

This made sense if the Roth lost money shortly after the conversion. Now if you do a conversion, you are stuck with your tax ...

Two financial planners take on the establishment with a new view on retirement taxes Should you do Roth conversions? Stick to the math for the answer. When it comes to paying taxes, less is obviously ...

As financial advisors, our heroics don’t typically make for riveting dinner conversation, but in our daily duties, we frequently step in and save the day. We wield advanced modeling tools to optimize ...