Estate planning is about more than just transferring assets; it’s about helping clients preserve their wealth, maximize their legacy and minimize future tax burdens for their beneficiaries. One ...

There are a few simple steps to calculate if taking money out of your IRA is worth the tax bite Your Roth conversion decision starts with figuring out where you are in a tax bracket. If you're in ...

If I understand correctly, Roth conversions are good when you expect tax rates to rise. With the new GOP tax law just passed, taxes aren’t going up. Does this mean conversions make less sense now? Dan ...

It's important to properly quantify the cost of a conversion. For most taxpayers, if a Roth conversion was a good idea before the so-called One Big Beautiful Bill Act bill was passed, it is probably ...