Beyond Bulls & Bears

Time is running out: Is a Roth IRA conversion right for you in 2024?
Wealth Planning

Time is running out: Is a Roth IRA conversion right for you in 2024?

Taxpayers may want to consider a Roth IRA conversion for 2024 but need to act before the end of the year to realize income this year. Our Bill Cass explains when a Roth conversion may make sense.

Turning after-tax plan contributions into tax-free retirement income
Wealth Planning

Turning after-tax plan contributions into tax-free retirement income

Retirement plan savers looking to mitigate the risk of higher taxes in the future may benefit from making after-tax contributions to employer plans, which may be transferred to Roth accounts. Our Bill Cass details a “mega backdoor” Roth strategy.