Roth IRA Conversions

Should You Consider a Roth Conversion While the Market is Down?
Roth IRA Conversions

Should You Consider a Roth Conversion While the Market is Down?

Investors who are hurting right now as the stock market takes a hit may want to console themselves with a possible tax bargain created by a Roth conve…
May 16, 2022
Everyone Is Talking about Roth IRA Conversions – Here’s Why
Roth IRA Conversions

Everyone Is Talking about Roth IRA Conversions – Here’s Why

Two reasons to consider a Roth conversion now, plus some traps to avoid.
April 4, 2022
Lower Taxes on Required Minimum Distributions
Tax Breaks

Lower Taxes on Required Minimum Distributions

When you turn 72, you’ll have to start taking minimum distributions from your traditional IRA and 401(k). These strategies will help trim what you owe…
November 23, 2021
Boost Your Retirement Savings for 2021, 2022
Financial Planning

Boost Your Retirement Savings for 2021, 2022

The time is now to maximize contributions. Also, if you’ve got required minimum or charitable distributions to make, that deadline is coming up.
October 29, 2021
When and Why You Might Consider a Strategic Roth Conversion
Roth IRA Conversions

When and Why You Might Consider a Strategic Roth Conversion

For two of my clients, the time was right for executing a Roth IRA conversion. Here’s why, and how they made the strategy work for them.
August 30, 2021

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The Ins and Outs of IRAs with Ed Slott, CPA
Roth IRA Conversions

The Ins and Outs of IRAs with Ed Slott, CPA

Are you saving for retirement? Good start. But almost everyone has something to learn about optimizing their individual retirement account from IRA st…
August 23, 2021
Is Deferring Taxes the Best Thing for Your Retirement Savings?
Roth IRA Conversions

Is Deferring Taxes the Best Thing for Your Retirement Savings?

The tax bill that you’re putting off on your traditional IRA or 401(k) may be higher than you think, especially since it’s looking likely that tax rat…
June 3, 2021
Your Guide to Roth Conversions
Roth IRA Conversions

Your Guide to Roth Conversions

Like marriage, converting a traditional IRA to a Roth is not a step that should be taken lightly.
November 24, 2020