Climbing the retirement mountain takes years of saving discipline. But descending safely—turning savings into sustainable ...

MCKINNEY, TX, UNITED STATES, April 26, 2025 /EINPresswire.com/ -- For individuals contemplating whether to convert their traditional IRAs, 401(k)s, and other tax ...

If you’re in early retirement — or close to it — you don’t want to gloss over the announcement of new tax brackets for 2026 ...

Converting a traditional individual retirement account to a Roth IRA is a powerful way to reduce taxes in retirement. Essentially, you’re choosing to pay taxes now in exchange for tax-free withdrawals ...

Transferring funds from a 401(k) to a Roth IRA can help a retirement saver control the timing and, potentially, the amount of their future tax liability. In general, if your applicable income tax rate ...

HOUSTON, TX / ACCESS Newswire / July 7, 2025 / Wealth Concepts Group has just announced a powerful strategy that can help retirees cut the tax cost of Roth IRA conversions by 35% in 2025. The secret?

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 ...

If you were planning a Roth conversion maneuver this year, the newly-introduced One Big Beautiful Bill (OBBB) doesn’t directly impact the strategy. However, it does have an indirect impact that could ...

The One Big Beautiful Bill (OBBB), signed into law in July, made headlines with promises of tax relief and economic growth. But for retirees, the reality is more complicated and, in many cases, more ...

“Roth conversions are one of the best tools for long-term tax reduction planning,” says D. Scott Kenik, Founder and Principal of Wealth Concepts Group. “But the upfront tax cost can scare people away.