There is no universal best time during a given year.

A Roth conversion is the process of rolling over retirement funds invested in a pretax account, like a regular IRA or 401(k), into an after-tax Roth IRA. You’ll pay capital gains taxes at the time of ...

For working age Americans who have stashed capital away diligently in their 401(k) plans, or other similar plans, for many years, the fact that stocks are currently trading right around all-time highs ...

A CFP explains how to convert a $1.6M 401(k) to a Roth IRA without triggering high taxes, plus tips on timing, tax brackets, ...

For working age Americans who have stashed capital away diligently in their 401(k) plans, or other similar plans, for many years, the fact that stocks are currently trading right around all-time highs ...

Called “Rethinking Roth Conversions in 2025: Navigating New Tax Laws and Opportunities," and sponsored by Leimberg Information Services, the webinar delved into how the bill President Trump signed ...

"Starting in January, employees and retirees can transfer money from their regular TSP account to a Roth TSP account," said Art Stein.

Diving into the J-Curve tax strategy to learn more and see if it's an accessible way to slash your IRA conversions ...

Greenville, SC / / September 12, 2025 / TruNorth Advisors Start with Structure: The Foundation of a Confident Retirement Plan A strong retirement plan connects the big pieces: income, investment risk, ...

The signature Republican policy law, the One Big Beautiful Bill Act, will have a big effect on retirement planning.

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