In particular, a financial fraud case in my area has really stood out to me. An accountant and financial adviser died suddenly, and clients later discovered that their money was missing. These clients ...

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Tax and estate planning isn’t for the faint of heart. The rules are complex and each decision seems to have a multitude of ...

The primary factor in a Roth IRA conversion decision is the difference between the tax rate at conversion and the future tax ...

The only time you wouldn't pay taxes on a conversion is if the money in the original account was already taxed, like non-deductible contributions. In that case, you wouldn't pay taxes on the ...

Roth conversions allow your client to control when they pay income tax on their retirement assets, enabling them to take ...

Roth and traditional individual retirement accounts (IRAs) are both tax-advantaged retirement savings accounts that allow you to grow your investment portfolio. You can contribute to either at any age ...

When it comes to retirement planning in 2025, there's a conversation happening in financial circles that most people are ...