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    Roth conversions

    Better Roth Conversions with Income InSight®

    By now, financial advisors are keen on the idea that Roth conversions can be a very good thing for their clients and their financial planning practice. Why?  
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    Tax

    Roth Conversions Without Non-qualified Money to Pay the Taxes

    Roth conversions are a great way to ensure clients aren't hit with a hefty tax bill in retirement; however, sometimes, clients don't have any non-qualified or non-IRA money to pay the immediate taxes on the conversion. So, are Roth conversions still a smart tax strategy for those situations? Absolutely!  
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    FinPlan Fridays

    How Looming Tax Changes Should Influence Your Retirement Tax Planning

    In the absence of Congressional action, multiple provisions of the Tax Cut and Jobs Act (TCJA) will expire at the end of 2025, and tax rules will revert to what they were before the legislation. The TCJA reduced specific tax brackets and increased the standard deduction. Certain charitable gift deductions moved from 50% to 60%. Additionally, the personal exemption phase-out and the limitation on itemized deductions for some filers were eliminated. The Tax Cuts and Jobs Act simplified many aspects of tax planning and created opportunities. As a result, some tax techniques are more effective now than in the past.
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    Webinar

    How Advisors Can Use Software to Make Roth Conversions Easier

    Roth Conversions Made Easy You're smart. You know that converting dollars from a traditional IRA into a Roth IRA can be a good tax technique for many of your retired clients. Roth conversions can help clients manage tax obligations in the short-term while reducing overall taxes paid during retirement, but determining when and how much to convert can be time-consuming, and you have many clients who need your help. You deserve software that will make Roth conversions easier. 
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