Climbing the retirement mountain takes years of saving discipline. But descending safely—turning savings into sustainable ...

The bottom line: Roth conversions are a powerful financial tool for seniors and this maneuver could be boosted by Trump’s new ...

I have to take RMDs this year. How do I decide if I should convert that money into an existing Roth? What needs to be ...

It might seem counter intuitive to decide to pay MORE taxes now, rather than defer them, but in some cases, that can be a ...

A CFP explains how to convert a $1.6M 401(k) to a Roth IRA without triggering high taxes, plus tips on timing, tax brackets, ...

If you’re in early retirement — or close to it — you don’t want to gloss over the announcement of new tax brackets for 2026 ...

I found your column "Do Roth IRA conversions still make sense with the passage of the GOP tax law?" very helpful and I better understand the strategic choice a conversion to a Roth IRA represents. My ...

A n IRA conversion to Roth is a popular pre-retirement or early retirement move. Roth IRAs offer several benefits that traditional retirement plans don’t. Not only are investment gains in a Roth IRA ...

The IRS released 2026 tax brackets—here’s how understanding your bracket can help you save with smart retirement and Roth ...

Called “Rethinking Roth Conversions in 2025: Navigating New Tax Laws and Opportunities," and sponsored by Leimberg Information Services, the webinar delved into how the bill President Trump signed ...

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

Two financial planners take on the establishment with a new view on retirement taxes Should you do Roth conversions? Stick to the math for the answer. When it comes to paying taxes, less is obviously ...