Roth Conversions
Roth Conversions aren't complicated. The decision about whether or not to do one and how much to convert absolutely can be. Here is a guide to help.
Roth Conversions aren't complicated. The decision about whether or not to do one and how much to convert absolutely can be. Here is a guide to help.
Who wouldn't love a larger Roth IRA, especially when the alternative is investing in a taxable account? Chad Chubb explains the Mega Backdoor Roth IRA.
Phil Demuth explains what to do if you are a super-saver with an RMD problem. By using Roth conversions to ride the tax brackets, you can minimize the amount of tax paid.
Some ways of expanding your Roth space come with significant costs, and some are a no-brainer. Find out which ones you should already be doing and which ones you ought to consider now and in the future.
[This is the first monthly column I ever wrote for MD Magazine. It's about Tax Diversification and how it can help you to minimize your retirement tax burden.] Most doctors are aware of the importanc...