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I'm Rolling Over $720k to a Roth IRA. What's the Best Way to Reduce Taxes?

Taxes are a valid concern if you want to roll over $720,000 from your retirement fund into a Roth IRA. While you won’t pay ...

The case against Roth conversions: Most early retirees won’t benefit from paying tax now

When it comes to paying taxes, less is obviously better. In the last few years, that has meant a big push for converting any ...

5 Roth IRA Secrets You Need To Know, According to a Top Expert

Learn 5 expert-backed Roth IRA secrets that could boost your retirement savings and help you avoid common mistakes investors make.
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Three Reasons I Avoid Roth IRA Conversions

I’m Taylor Sohns, CEO of LifeGoal Wealth Advisors, a Certified Investment Management Analyst (CIMA), and a Certified Financial Planner (CFP). The message here is straightforward: converting a ...

Rolling your 401(k) into an annuity? Here’s what you need to know

Rolling your 401 (k) into an annuity might sound like a safe, conservative move, but it can be risky if you don’t think it ...