Roth conversions are widely considered financially advantageous. Financial advisors often recommend them, and online ...

I love helping my clients maximize their tax-free retirement income streams. Converting a traditional IRA account to a Roth IRA is a fabulous part of a proactive tax-planning strategy to reduce the ...

The Roth 2010 Conversion Package from Advisors Trusted Advisor (ATA) is designed to help you cope with the new opportunities and challenges presented by the rules affecting IRA conversions. The ...

When you reach retirement age, financial decisions become even more important as you are no longer generating income from working. Every choice you make about your money has a direct impact on your ...

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 ...

Think you're a savvy retirement planner? Here’s what you may be forgetting.

Assuming the contributions you made to a traditional retirement account were deductible—that is, taken out of your paycheck pre-tax or IRA contributions deducted from your taxes—you’ll owe income 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 ...

It's important to properly quantify the cost of a conversion. For most taxpayers, if a Roth conversion was a good idea before the so-called One Big Beautiful Bill Act bill was passed, it is probably ...

Many financial planners complete Roth individual retirement account conversions around year-end. Roth conversions typically require precise current-year income projections to avoid possible tax ...

Investing in a Roth IRA can be a smart way to save for retirement, but enjoying the tax benefits of a Roth generally takes some patience. That’s because you fund these accounts with after-tax ...