Hitting ‘Undo’ On A Roth Conversion

Over the past three years, we have discussed Roth IRAs a few times. We have reviewed what it means to have one, what the rules are that pertain to them, the implications of converting traditional IRAs to Roth IRAs and the possibility of re-characterizing those conversions. In light of the recent market volatility, I thought […]

Tricky Rules Of A 401(k) Conversion

Folks, over the years I have suggested you seek advice that encompasses three areas of planning to create a sound financial system. You must incorporate advanced tax planning, income planning and investment planning into that system. And all three need to work together. Unfortunately, I find that most of the time when people seek financial […]