The case against Roth conversions: Most early retirees won’t benefit from paying tax now

When it comes to paying taxes, less is obviously better. In the last few years, that has meant a big push for converting any ...

Why Roth IRAs and Roth conversions may not make sense for you

Also: Small-cap stocks, a bond-market warning, and two metals that might join the amazing rally for gold and silver.
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Three Reasons I Avoid Roth IRA Conversions

I’m Taylor Sohns, CEO of LifeGoal Wealth Advisors, a Certified Investment Management Analyst (CIMA), and a Certified Financial Planner (CFP). The message here is straightforward: converting a ...

Should we drain our $200,000 savings for Roth conversions on $2.3 million in our 60s?

My wife and I are contemplating doing Roth conversions with part of our IRAs. We were thinking of doing monthly conversions, but don’t know if we should take the taxes due out of the conversions ...