This Retirement Withdrawal Strategy Could Save You $12,000 in Taxes (But Most Retirees Skip It)

Roth conversions during low-income retirement years may save you thousands in taxes. Find out how the 2025–2028 tax window ...
Forbes

Don't Forget About State Taxes When Making Roth Conversions

I love helping my clients maximize their tax-free retirement income streams. Converting a traditional IRA account to a Roth IRA is a fabulous part of a proactive tax-planning strategy to reduce the ...
AOL

The Roth Conversion Strategy Affluent Investors Over 60 Are Using to Empty Their 401(k)s

Tue, March 31, 2026 at 6:52 PM UTC Let's say a couple retires at 63 with $2 million in a traditional 401(k) and has no RMDs for a decade. Their taxable income is low, and that window is the most ...

Roth Conversions in Your 60s: The Bridge Years Strategy Too Many Retirees Miss

You don't want to pass up a big opportunity.
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Smart moves for your Roth conversion strategy

A Roth conversion can be a powerful retirement tax strategy, offering tax-free growth, no required minimum distributions, and estate planning advantages. But it’s not a one-size-fits-all move—timing, ...