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 ...

Transferring funds from a pre-tax retirement account such as an IRA to an after-tax Roth IRA is a move many retirement savers ...

A CFP explains how to convert a $1.6M 401(k) to a Roth IRA without triggering high taxes, plus tips on timing, tax brackets, ...

For working age Americans who have stashed capital away diligently in their 401(k) plans, or other similar plans, for many ...

Also: Small-cap stocks, a bond-market warning, and two metals that might join the amazing rally for gold and silver.

MCKINNEY, TX, UNITED STATES, July 23, 2025 /EINPresswire.com/ -- Retirement Tax Consultants, a national leader in retirement tax optimization, today revealed an ...

When it comes to paying taxes, less is obviously better. In the last few years, that has meant a big push for converting any ...

If you want the flexibility to be able to tap into your retirement savings if needed, the Roth IRA is your best bet. You can withdraw any contributions at any time without paying taxes or penalties.

My good friend Bob from Munster had a question I thought merited visiting in the column. Bob’s question involved a topic we are dealing with more and more often in the practice and a tool we are using ...

If you are considering a year-end Roth individual retirement account conversion, you'll need to plan for an upfront tax bill. Still, "it can be hard to bite the tax bullet today and do a Roth ...

The Roth IRA is one of the most widely held retirement accounts in the United States. According to ICI’s 2024 study, there ...

MCKINNEY, TX, UNITED STATES, May 12, 2025 /EINPresswire.com/ -- Retirement Tax Consultants, a leading authority in retirement tax reduction planning, today announced ...