With tens of thousands in savings, is a mega backdoor Roth conversion your best move?

Key Takeaways A mega backdoor Roth uses after‑tax 401(k) contributions plus conversions to move much more into Roth each year ...

IRA conversion to Roth: Rules to convert an IRA or 401(k) to a Roth IRA

An IRA conversion can give you a leg-up in retirement with tax-free income. But proceed with caution.
24/7 Wall St.

A $1 Million 401(k) In Retirement Can Still Cost You Six Figures Without These 5 Moves

A $1 million 401(k) balance puts you ahead of 95% of American savers. But a large balance creates five specific tax and ...

Roth IRA conversions gain traction as Gen X ages. Should you convert?

Roth IRAs are popular for tax benefits in retirement. Consider Vanguard's 'BETR' approach, other factors to see if a Roth ...
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

I Want to Retire in 4 Years. Should I Convert 25% of My 401(k) to a Roth IRA Until Then to Avoid RMDs and Taxes?

Transferring some of your retirement savings from a tax-deferred account like a 401(k) to a Roth IRA can help you reduce or possibly avoid required minimum distributions (RMDs) and income taxes later ...

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 ...

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 ...