These provisions of OBBBA must be taken into account for retirement planning, with careful consideration of differing MAGI limits and effective dates. Roth conversions are likely to deliver long-term, ...

According to financial advisers, the time is ripe to do Roth conversions – that is, to convert traditional, pretax retirement accounts to Roth IRAs. This is due to low individual tax rates by ...

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 ...

As a result of recent changes in legislation, clients may face individual income tax rate increases and may also be subject to the Medicare surtax on investment income, limits or phase-outs of certain ...

Michael Kitces is a partner and the director of wealth management for Pinnacle Advisory Group, co-founder of the XY Planning Network, and publisher of the continuing education blog for financial ...

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 ...

Bernard May is the CEO of National Positions, a 5-time Inc. 500 company, award-winning marketing agency and Google Premier Partner. Brands, businesses and marketing agencies alike have a habit of ...