Transferring retirement savings from a 401(k) or similar tax-deferred account to a Roth IRA can help keep you from having to ...
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 ...
Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation. And it’s one you can arrange by keeping at least ...
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. In the case of many individuals investigating the FIRE ...
Younger savers may benefit most from a Roth's tax-free growth, while older savers can use it for tax diversification. Strategies like Roth conversions and "backdoor" contributions can help savers move ...
In 2025, a record 4.18 million Americans will turn 65. For those planning to retire soon, an important question arises: Does converting retirement savings from a tax-deferred account to a Roth IRA ...
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 ...
With hundreds of provisions, the recently enacted One Big Beautiful Bill Act (OBBBA) is certainly big. That being said, OBBBA is not SECURE 3.0. Unlike the original SECURE Act and SECURE 2.0, OBBBA ...
If you were planning a Roth conversion maneuver this year, the newly-introduced One Big Beautiful Bill (OBBB) doesn’t directly impact the strategy. However, it does have an indirect impact that could ...
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