With the national debt soaring to unprecedented levels, you may be concerned about protecting your investments from future tax rates. Investment accounts like IRAs, 401(k)s and other tax-deferred ...

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 ...

Transferring some of your retirement savings from a tax-deferred account like a 401(k) to a Roth IRA can help you reduce or ...

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 ...

Converting a traditional IRA to a Roth IRA can help you minimize taxes in retirement. But executing the conversion strategically is key to maximizing the benefits. A recent Schwab retirement planning ...

Your lower-income retirement years are the best time to perform a Roth conversion because of your lower tax rate. You should avoid converting an amount that pushes you into a higher tax bracket.

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 ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Now that April 18th is behind us, you may be considering ...