Roth Conversions Before Retirement: Watch the Tax Bracket
A tax decision made before retirement can shape the income you keep later. Adam Moeller and Jackie Selby discuss Roth conversion planning, looking at future tax returns, and coordinating income with the rest of a retirement plan.
For a no-cost, no-obligation review, call 800-467-0737 or visit AJM F…
Is a Roth Conversion Worth It?
TAX DETAILS THAT MAKE A BIGGER DIFFERENCE THAN YOU THINK
IS A ROTH CONVERSION WORTH IT?
Lawrence M. Post | CPA, MST, CFP®, CIMA®
Senior Tax and Planning Advisor
Tessa Hall
Media and Communications Specialist
About This Episode
Is a Roth conversion worth it? The …
Retirement Taxes: RMDs, Roth Conversions and the Right Tax Year
Retirement taxes depend on the year, the account and the type of transaction. A headline about a 2027 deduction does not change the tax year of a 2026 withdrawal.
This episode puts required minimum distributions (RMDs), Roth conversions and pension choices in order. It separates deductions, taxable…
Roth Conversions: Pay Taxes Now or Pay More Later?
Most of us have been conditioned to think that when it comes to taxes, later is better. So why would you voluntarily create a tax bill today through a Roth conversion?
Sometimes, it comes down to knowing when to rip off the tax Band-Aid.
In Episode 46 of The Decision Dividend, Pat Collins and Mar…
Episode 254: Tax Maps Explained: How to Make Smarter Retirement Tax Decisions with Joe Elsasser
In this episode of 'Retire with Style', Wade Pfau and Alex Murguia welcome Joe Elsasser, founder of Covisum and author of 'Grounded Confidence'. Their discussion examines post-work income strategies, the evolution of Social Security claiming practices, and the importance of tax planning for later l…
Stock Market After Midterms: How Political Shifts Historically Move Markets
Democrats scored significant gains in the midterms, reshaping Congress and creating a divided government that Wall Street is still digesting. We look at how midterm election outcomes have historically influenced markets, sector rotation, and economic policy expectations.
Today's Stocks & Topics: Mi…
Are You Doing Roth Conversions at the Right Times? The Four “WHENs” of Roth Conversions
When should you do a Roth conversion? Most people treat tax rates, age, and the market as three equal reasons to convert. They aren’t. In this video, Zacc Call of Capita Financial Network and I walk through the order that matters: your tax rate decides whether to convert, your age decides when the …
Retirement Taxes 2027: RMDs, Roth Conversions and Pension Choices
Retirement taxes depend on the year. The IRS tax numbers for tax year 2027 generally apply to returns filed in 2028, so a bigger deduction next year does not move a withdrawal taken in December 2026 onto your 2027 return.
This episode helps you put required withdrawals, pension choices and Roth con…
Roth Conversions: Pay a Little Now, or a Lot Later?
For decades you did what you were told: you saved in your 401(k), 403(b) or IRA. But none of the money in those accounts has been taxed yet. The bigger the balance grows, the bigger that future tax bill can be, both for you and for whoever you leave it to.
In this episode, Mark Rowlette and Damon…
Financial Moves That Are Aren't as Simple as They Seem
Want to retire wise? Book a discovery meeting ➡️ https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05Some financial decisions look complicated and turn out to be pretty simple. Others look simple and are anything but. Today we're taking a list of common money moves and …
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