Year-end is an ideal time to assess capital gains, harvest tax losses if appropriate, and help ensure your estimated payments ...

While financial planning occurs year-round, December still offers powerful opportunities to review, adjust, and prepare for ...

Roth strategies are not going away. But the way certain federal employees use them is changing, and the timing of your decisions is becoming far more important.

If you are considering doing a Roth conversion, this article is for you. This is the third column in a three-part series. The first one, “10 reasons not to do a Roth conversion,” ran in early June and ...

Roth conversions should never be done on a whim — they're a product of careful timing and long-term tax considerations. So how can you tell whether to go ahead?

The Best Way to Save on Roth Conversion Taxes Your CPA or Financial Adviser Doesn't Know About We are the bridge between your Accountant and Financial Advisor: We do what they don’t by specializing in ...

MCKINNEY, TX, UNITED STATES, May 12, 2025 /EINPresswire.com/ -- Retirement Tax Consultants, a leading authority in retirement tax reduction planning, today announced ...

MCKINNEY, TX, UNITED STATES, July 23, 2025 /EINPresswire.com/ -- Retirement Tax Consultants, a national leader in retirement tax optimization, today revealed an ...

Starting January 1, 2026, Federal employees and retirees will be able to convert money from their traditional Thrift Savings Plan accounts to a Roth TSP account. Federal employees can make their ...