With Tens of Thousands in Savings, Is a Mega Backdoor Roth Conversion Your Best Move?

Those with extra savings may be missing out on tax‑free growth. Learn when a mega backdoor Roth makes sense, how it works inside a 401(k), and key risks to watch out for.

Certified Roth Conversion Specialist™ (CRCS™) Designation Launches to Address Growing Planning Gap in Financial Services

The Certified Roth Conversion Specialist™ (CRCS™) designation launches to certify advisors in Roth conversion analysis ...
Forbes

Don't Forget About State Taxes When Making Roth Conversions

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 ...
Nasdaq

5 Types of Roth Conversion Strategies to Manage Taxes

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 ...
Think Advisor

Evaluating a Roth Conversion Strategy: Timing is Everything

While establishing a tax-free source of retirement income is generally a smart play for any client, some clients will benefit more dramatically from a Roth conversion strategy—and timing does matter.

Retirement Tax Consultants Expands Roth Conversion Platform with New Tax-Reduction Strategies

Firm Introduces Multiple IRS-Compliant Approaches to Reduce, Recover, and Offset Roth Conversion Taxes We're the bridge ...