Don’t Miss Your Roth Conversion Window
If you’ve built a large retirement nest egg, you’ve also built a large tax problem.
August 18, 2025
Tag: Roth conversions
IRAs
Roth Accounts Provide Many Advantages – But Congress Could Provide the Wild Card.
But Congress Could Provide the Wild Card. Roth accounts can be attractive, especially when viewed through the lens of our national debt and the possibility (probability?) of higher taxes in the future to fund that debt.
August 7, 2023
IRAs
Roth Conversions Can Be Advantageous, but Not for Everyone.
There may be times when a Roth conversion may be advantageous; but there are others when it may not be your best move.
January 4, 2022
IRAs
Can Your IRA Grow Too Big?
A Roth conversion for some IRA assets may provide more tax savings than you realize.
September 28, 2021
Annuities
No RMDs for 2020!
Required minimum distributions (RMDs) have been eliminated for 2020 due to the COVID-19 pandemic; but, you just might want to consider taking a distribution anyway. Why?
August 14, 2020