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 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 ...

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 ...

If you think retirement planning moves stop at retirement, think again. For high earners, converting an IRA to a Roth IRA while you're still working could be the worst time of all. Although it won't ...

Roth IRAs are not subject to rules on required minimum distributions (RMDs), and qualifying withdrawals from Roth accounts in retirement are also free of federal income taxes. You can get those ...

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, ...

Sometimes moving money to a Roth IRA just doesn't make sense If you're eager to jump on the Roth bandwagon, it may be frustrating to go through the process and find roadblocks. But sometimes, you run ...

HUNTSVILLE, Ala. (WAFF) - A backdoor Roth conversion is a strategy used by high-income earners to contribute to a Roth IRA, even when their income exceeds the IRS limits for direct Roth contributions.

Roth IRAs are not subject to rules on required minimum distributions (RMDs), and qualifying withdrawals from Roth accounts in retirement are also free of federal income taxes. You can get those ...