Government Executive

Why Federal Employees May Want to Slow Down Before Doing Roth Conversions in 2026

Roth conversions have become one of the most talked-about strategies in retirement planning. Many headlines suggest ...

A Popular Retirement Tax Strategy Could Quietly Raise Your Medicare Premiums by Thousands

Retiring early creates a rare tax window most people miss. Here’s how Roth conversions during the gap years can work in your ...

The Roth Conversion Ladder: A Penalty-Free Path to Retirement Savings Before 59½

Want to access retirement savings before 59½ without penalties? The Roth conversion ladder makes it possible. Here’s how it ...
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 ...

Are Americans making a big mistake with their Roth conversions? Here’s the BETR strategy you’ve probably never heard of — and how to implement it

Take a tax hit today to avoid one later?

What a 30% Market Crash at Retirement Means for Your Social Security Strategy

You may have spent months or years comparing filing at 62 versus full retirement age versus 70, weighing spousal coordination ...
Forbes

Is Retirement A Good Time For Roth Conversions?

If you think retirement planning moves stop at retirement, think again. For high earners, converting an IRA to a Roth IRA while you're still working could be the worst time of all. Although it won't ...