Converting a 401(k) to a Roth IRA can potentially provide valuable long-term benefits, but it also triggers a tax bill that ...

Consider CCC loans as income or implement Roth conversions during low-income years to maximize after-tax dollars and create ...

Help clients maximize retirement contributions, utilize spousal IRAs, and explore backdoor Roth strategies before 2025 ends.

The year-end rush can bring holiday cheer, but it’s also a chance to make a significant impact on your taxes before January ...

Can you really retire a decade early? I asked ChatGPT for a plan—and the bold strategy it gave me might change how you think ...

If you won’t have a high income in retirement, it’s that much more important to minimize your payments to the IRS and to make ...

By 55, many Americans have a 401 (k) balance of around $244,000 to $271,000, but averages can be misleading. What truly ...

Take Alex Trias, for example. At age 41, Trias — a former lawyer who earned $200,000 a year — was financially ready to retire ...

The industry asked for and received a delay in the rule from the IRS in 2023. Now that it's going into effect, here are the ...

Financial advisors say year-end is the most popular time for Roth IRA conversions and when investors should consider making ...

Learn about the IRS’s new Code Y for reporting Qualified Charitable Distributions (QCDs) from IRAs, effective in 2025.