This problem, he said, can’t always be fixed with software, and it’s led to some irreversible mistakes for clients. This confluence of unsuccessful client outcomes has driven him to create an exam and ...

MCKINNEY, TX, UNITED STATES, April 26, 2025 /EINPresswire.com/ -- For individuals contemplating whether to convert their traditional IRAs, 401(k)s, and other tax ...

With potential tax changes on the horizon, 2025 may be the ideal time to explore a Roth conversion. REAP Financial explains how converting to a Roth IRA can provide long-term tax advantages, greater ...

Is it wise to start converting my 401(k) into an IRA (and then Roth) by 10% per year in order to avoid having to claim too much income each year when converting and also avoid RMDs as much as I can?

When you reach retirement age, financial decisions become even more important as you are no longer generating income from working. Every choice you make about your money has a direct impact on your ...

If you missed the boat on contributing to a Roth account directly, or your income was too high to fund a Roth IRA, then you may be considering a Roth conversion this year. This allows you to move ...

Civilian federal employees and uniformed service members will soon be able to convert their pre-tax Thrift Savings Plan ...

I’m 68 and recently retired and have about $1.4 million in accounts intended for retirement ($1.2 million in a Traditional IRA and $110K in a Roth). I also am receiving about $47,000 annually in ...

Thrift Savings Plan participants and spousal beneficiaries can shift money from traditional, pre-tax TSP balances to Roth accounts without leaving the plan, starting in January 2026. Starting in late ...