The OBBBA's permanent lower tax rates removed the urgency for Roth conversions. Retirees thinking of stopping or blindly continuing them should do this instead.

Think you're a savvy retirement planner? Here’s what you may be forgetting.

MCKINNEY, TX, UNITED STATES, July 15, 2025 /EINPresswire.com/ -- For individuals considering whether to convert their traditional IRAs, 401(k)s, or other tax ...

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.

Roth conversions are not just a tax strategy — they’re also a bet on longevity, market performance, and long-term tax ...

RMDs can also act as a nudge for estate planning. If you have sizable account balances, these required withdrawals can be used to give your loved ones an early inheritance. For 2026, the annual ...

MCKINNEY, TX, UNITED STATES, July 14, 2025 /EINPresswire.com/ -- Retirement Tax Consultants, a national leader in advanced retirement tax planning, today announced a ...

When you reach retirement age, financial decisions become even more important as you are no longer generating income from working. Every choice you make about your money has a direct impact on your ...

The primary factor in a Roth IRA conversion decision is the difference between the tax rate at conversion and the future tax ...

The Best Way to Save on Roth Conversion Taxes Your CPA or Financial Adviser Doesn't Know About We are the bridge between your Accountant and Financial Advisor: We do what they don’t by specializing in ...

After Donald Trump signed a sweeping tax and policy bill, the One Big Beautiful Bill Act, into law on July 4, Roth conversions could end up costing some clients money, warned Robert Keebler, a CPA at ...