Posts

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Time to Convert Old 401k/IRA to Roth IRA

Thanks to Trump’s Tax Cuts and Jobs of 2017, we have historically attractive marginal income tax rates. If you convert (or withdraw) any part of a pre-tax IRA (think old 401k) to a Roth IRA, you treat the amount you convert as ordinary…
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Roth Conversion Super Attractive Now For Many People

Roth conversion's are worth a close look now, especially after new tax law. Whether you are retired or not, this may be a great time to convert Traditional IRA (including those 401k rollovers) to Roth IRA's. Why now? The New Tax Law. These…
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Why Roth Conversion of Your IRA Makes Sense Now

  Roth Conversion is terrific idea this year for Retirees and Pre-Retirees: at most income tax brackets….. Paying tax now rather than later may make very good financial cents for you. Yes, this is contrary to normal income tax planning,…