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Tag: Roth conversions

I’m in the Highest Tax Bracket. Is a Roth Conversion a Good Idea?

October 24, 2025October 25, 2025 · Business

What are your thoughts on Roth conversions if you are in the highest tax bracket and plan to be there moving forward? -Joel If you ask some financial…

Read more I’m in the Highest Tax Bracket. Is a Roth Conversion a Good Idea?
Ask an Advisor: I Want to Roll Over My Money to a Roth IRA. How Do I Avoid Paying Taxes?

Ask an Advisor: I Want to Roll Over My Money to a Roth IRA. How Do I Avoid Paying Taxes?

December 28, 2023December 28, 2023 · Business

Ask an Advisor: If I Have a Tax-Deferred 401(K). Can I Convert It to a Roth IRA Without Paying the Deferred Taxes When I Roll It Over? If…

Read more Ask an Advisor: I Want to Roll Over My Money to a Roth IRA. How Do I Avoid Paying Taxes?
Ask an Advisor: I Made 0,000 Last Year and Have 6,000 in Retirement Savings, But My Spouse Doesn’t Work. How Can I Save More?

Ask an Advisor: I Made $310,000 Last Year and Have $546,000 in Retirement Savings, But My Spouse Doesn’t Work. How Can I Save More?

November 3, 2023November 3, 2023 · Business

Financial advisor and columnist Michele Cagan I am 48 years old. I made $310,000 last year and I currently have $546,000 in my retirement plan at work. My…

Read more Ask an Advisor: I Made $310,000 Last Year and Have $546,000 in Retirement Savings, But My Spouse Doesn’t Work. How Can I Save More?
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