There are plenty of reasons to consider a Roth conversion ahead of or in the early stages of retirement. With a Roth conversion, you move money from a traditional IRA or 401(k) into a Roth IRA. The ...

Roughly 70 million workers actively participate in 401(k) retirement plans, and those plans now hold $10.1 trillion in assets ...

Discover how the Roth conversion strategy can save you a lot of money in retirement and best practices to follow.

With the national debt soaring to unprecedented levels, you may be concerned about protecting your investments from future tax rates. Investment accounts like IRAs, 401(k)s and other tax-deferred ...

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 Bogleheads forum is full of posts that read the same way: a 56-year-old executive, $1.8 million in a traditional 401(k), ...

I love helping my clients maximize their tax-free retirement income streams. Converting a traditional IRA account to a Roth IRA is a fabulous part of a proactive tax-planning strategy to reduce the ...

A smart Roth conversion strategy reduces future taxes, protects a surviving spouse and avoids Medicare premium surcharges.

As financial advisors, our heroics don’t typically make for riveting dinner conversation, but in our daily duties, we frequently step in and save the day. We wield advanced modeling tools to optimize ...

Tue, March 31, 2026 at 6:52 PM UTC Let's say a couple retires at 63 with $2 million in a traditional 401(k) and has no RMDs for a decade. Their taxable income is low, and that window is the most ...