Roth conversions are all the rage, but what works well for one household can cause financial strain for another. This is what you should consider before moving ahead.
Unlike with traditional IRAs, Roths do not provide tax savings, so anyone converting such funds to a Roth must pay federal income taxes on the amount converted.
Federal employees can use a new Thrift Savings Plan tool to weigh the tax costs and retirement advantages of moving traditional balances to Roth.
Thrift Savings Plan participants need to carefully weigh the advantages and potential tax pratfalls of moving their balances to an after-tax investment strategy.
If you are considering doing a Roth conversion, this article is for you. This is the third column in a three-part series. The first one, “10 reasons not to do a Roth conversion,” ran in early June and ...
Let me be honest with you. When it comes to retirement planning in 2025, there's a conversation happening in financial circles that most people are missing. It's about a window of opportunity that, ...
The Best Way to Save on Roth Conversion Taxes Your CPA or Financial Adviser Doesn't Know About We are the bridge between your Accountant and Financial Advisor: We do what they don’t by specializing in ...
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 ...
MCKINNEY, TX, UNITED STATES, January 30, 2026 /EINPresswire.com/ — Retirement Tax Consultants, LLC, a national firm specializing exclusively in retirement tax and ...
With hundreds of provisions, the recently enacted One Big Beautiful Bill Act (OBBBA) is certainly big. That being said, OBBBA is not SECURE 3.0. Unlike the original SECURE Act and SECURE 2.0, OBBBA ...
To continue reading this content, please enable JavaScript in your browser settings and refresh this page. A Roth IRA is one of the most powerful retirement savings ...