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Understanding Roth Accounts is Crucial
By joining our club, we’ll be sending you the most up-to-date information we can find on Roth accounts. From legislation to conversion opportunities, our goal is to educate you of your tools for retirement.
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Roth Conversion Case Studies
Three Case Studies on Roth Conversions
In this report we discuss three scenarios:
- Roth Conversion Case Focused on Tax Savings
- Roth Conversion Case Focused on Leaving a Legacy
- Roth Conversion Case Where the Conversion Doesn’t Make Sense in the Plan
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Roth Conversion Case Studies
Roth Conversion Decisions for 2025
Matt Kasper, CFP®, AIF®, reviews Roth conversion decisions to keep in mind for the remainder of 2025. How have Roth conversion considerations changed since the One Big Beautiful Bill became law? Matt covers that and much more in this educational series video.
Roth Conversion Strategies Under the Big Beautiful Bill
Martin James, CPA, PFS and Logan DeGraeve, CFP® unpack how the Big Beautiful Bill reshaped considerations for doing Roth conversions. While the tax rates from the Tax Cuts and Jobs Act have been extended, there are a few stealth taxes that may impact Roth conversion strategy going forward. Don’t miss this timely conversation, as it could change the way you think about your retirement savings.
Should You Convert to a Roth IRA After Age 60?
There are a few rules you need to pay attention to if you want to explore Roth conversions after age 60. Corey Hulstein, CPA and Dean Barber review the two five-year rules that pertain to Roth IRAs and how to plan accordingly for them.
How Does a Roth IRA Grow?
Do you have a good understanding of compound interest? If you do, you will probably catch on quickly to the concept of how a Roth IRA grows. Buckle up, as we do our best to explain in simple terms how the Roth IRA can be an effective tax savings vehicle.