Glen and Harriett Hager have done a lot of estate planning. But they want to get their finances set in case one of them ...
Climbing the retirement mountain takes years of saving discipline. But descending safely—turning savings into sustainable ...
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 ...
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, ...
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 ...
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 ...
It might seem counter intuitive to decide to pay MORE taxes now, rather than defer them, but in some cases, that can be a ...
The bottom line: Roth conversions are a powerful financial tool for seniors and this maneuver could be boosted by Trump’s new ...
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 ...
For working age Americans who have stashed capital away diligently in their 401(k) plans, or other similar plans, for many years, the fact that stocks are currently trading right around all-time highs ...
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 ...
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