Diving into the J-Curve tax strategy to learn more and see if it's an accessible way to slash your IRA conversions ...

The Roth IRA is one of the most widely held retirement accounts in the United States. According to ICI’s 2024 study, there ...

As a result of recent changes in legislation, clients may face individual income tax rate increases and may also be subject to the Medicare surtax on investment income, limits or phase-outs of certain ...

According to financial advisers, the time is ripe to do Roth conversions – that is, to convert traditional, pretax retirement accounts to Roth IRAs. This is due to low individual tax rates by ...

From a legal and regulatory standpoint, it is never too late for a Roth conversion. Under the rules, you can transfer retirement funds from a tax-deferred account such as a 401(k) to a Roth IRA at 69 ...

What are the 5 Types of Roth Conversion Strategies? Did you know that the correct Roth conversion strategy can have a significant impact on how much your clients will pay in taxes over the course of ...

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 ...

Michael Kitces is a partner and the director of wealth management for Pinnacle Advisory Group, co-founder of the XY Planning Network, and publisher of the continuing education blog for financial ...

Your lower-income retirement years are the best time to perform a Roth conversion because of your lower tax rate. You should avoid converting an amount that pushes you into a higher tax bracket.

Bernard May is the CEO of National Positions, a 5-time Inc. 500 company, award-winning marketing agency and Google Premier Partner. Brands, businesses and marketing agencies alike have a habit of ...