As 2025 nears its end, it's a good time to evaluate which money moves we should make before the taxable year comes to a close. Clients often ask whether they should convert funds in tax-deferred ...
If you missed the boat on contributing to a Roth account directly, or your income was too high to fund a Roth IRA, then you ...
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 ...
When is a Roth conversion a good idea? Readers are confused about their strategies. Got a question about investing, how it fits into your overall financial plan and what strategies can help you make ...
Tax changes may make it possible to convert more to a Roth for the same tax bill. If you started 2025 with a plan for how much you thought you'd convert to a Roth IRA by the end of the year, the ...
The primary factor in a Roth IRA conversion decision is the difference between the tax rate at conversion and the future tax ...
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 ...
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Ask an advisor: We earn $350K+ per year and can't contribute to a Roth IRA. Do we have to wait until retirement to convert?
Because of our income bracket – we make over $350,000 per year – we cannot contribute to a Roth anymore. We're 61 and 62, and ...
Preparing for retirement can require income and asset shuffling to make sure you have enough funds available and don’t bump yourself into a higher tax bracket. One method for this is known as a Roth ...
As investors strive to optimize their retirement savings and minimize tax burdens, understanding how Roth conversions benefit them becomes more important. Roth conversions have great significance when ...
SAN FRANCISCO — Oregon women’s basketball (12-2) traveled to Chase Center in San Francisco, California, where they were defeated by the... Consistently short drives aren’t always a great sign for an ...
Learn the updated 2025 backdoor Roth IRA strategy step‑by‑step—from contribution limits and MAGI thresholds to tax filing and avoiding pro‑rata rule traps.
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