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Roth conversions have become a hot financial buzzword in recent years, but they're frequently misunderstood. Here's why they ...

It might seem counter intuitive to decide to pay MORE taxes now, rather than defer them, but in some cases, that can be a smart, tax-efficient strategy. Have I piqued your curiosity? I want to ...

When is a Roth conversion a good idea? Readers are confused about their strategies. Got a question about investing, how it fits into your overall financial plan and what strategies can help you make ...

Every year, thousands of high earners follow the same advice: make a non-deductible traditional IRA contribution and ...

The primary factor in a Roth IRA conversion decision is the difference between the tax rate at conversion and the future tax rate at distribution. Tax-free growth in a Roth IRA is a significant ...

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 ...

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 ...

Preparing for retirement can require income and asset shuffling to make sure you have enough funds available and don’t bump yourself into a higher tax bracket. One method for this is known as a Roth ...

Roth retirement accounts can mean lower taxes in your golden years, but income restrictions may limit your ability to contribute directly. However, there may still be an option.

The Certified Roth Conversion Specialist™ (CRCS™) designation launches to certify advisors in Roth conversion analysis that helps clients avoid costly errors ...