This says that you must wait until the converted funds have been in your Roth IRA for at least five years before you can ...

A Roth conversion—when you take money from a tax-deferred account, like a traditional 401(k) or IRA, and put it into a Roth ...

Converting a 401(k) to a Roth IRA can potentially provide valuable long-term benefits, but it also triggers a tax bill that ...

The IRS raised 2026 contribution limits for 401(k)s to $24,500 and IRAs to $7,500, giving you more room to save while cutting ...

Required minimum distributions (RMDs) can cause a tax headache. If you don't need the money, you may want to leave your ...

While time is running out to make Roth conversions before the end of the taxable year, consider taking your time and ...

In this interview, Roy Snarr explained the concept of a Roth conversion, highlighting the differences between traditional IRAs and Roth IRAs. He emphasized that converting funds from a traditional IRA ...

The IRS has announced the cost‑of‑living adjustments for pension plans and other retirement-related items for tax year 2026.

Wealth Enhancement reports seven year-end tax moves to optimize savings, including maximizing retirement contributions and ...

Help clients maximize retirement contributions, utilize spousal IRAs, and explore backdoor Roth strategies before 2025 ends.

Regardless, one way to arrive at your FIRE number is by multiplying your annual expenses by 25, as you've already done. This calculation uses the 4% rule, according to CPA Practice Advisor, which is ...