The steps to figure out whether you should convert money from a traditional IRA to a Roth in 2026 and how much are fairly ...

It might seem counter intuitive to decide to pay MORE taxes now, rather than defer them, but in some cases, that can be a ...

A n IRA conversion to Roth is a popular pre-retirement or early retirement move. Roth IRAs offer several benefits that traditional retirement plans don’t. Not only are investment gains in a Roth IRA ...

Converting a traditional individual retirement account to a Roth IRA is a powerful way to reduce taxes in retirement. Essentially, you’re choosing to pay taxes now in exchange for tax-free withdrawals ...

A CFP explains how to convert a $1.6M 401(k) to a Roth IRA without triggering high taxes, plus tips on timing, tax brackets, ...

I found your column “Do Roth IRA conversions still make sense with the passage of the GOP tax law?” very helpful and I better ...

Called “Rethinking Roth Conversions in 2025: Navigating New Tax Laws and Opportunities," and sponsored by Leimberg Information Services, the webinar delved into how the bill President Trump signed ...

The signature Republican policy law, the One Big Beautiful Bill Act, will have a big effect on retirement planning.

When it comes to paying taxes, less is obviously better. In the last few years, that has meant a big push for converting any traditional pretax IRA balance to a Roth IRA, which allows the funds to ...

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 ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. For working age Americans who have stashed capital away ...

My good friend Bob from Munster had a question I thought merited visiting in the column. Bob’s question involved a topic we are dealing with more and more often in the practice and a tool we are using ...