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Cover image: Roth Conversions Explained in Plain English
PlanningRoth Conversions Explained in Plain EnglishA Roth conversion moves money from a pre-tax retirement account to a Roth account and creates a tax bill today. Here is how it works and what to think about.
Mary Garza, tax and retirement planning advisorMary Garza3 min readRead →
Cover image: Required Withdrawals From Your IRA: The Basics
PlanningRequired Withdrawals From Your IRA: The BasicsRequired minimum distributions, or RMDs, are withdrawals the IRS requires from most pre-tax retirement accounts. Here is what they are and how to plan for them.
Mary Garza, tax and retirement planning advisorMary Garza3 min readRead →
Cover image: Is Now the Right Time for a Roth Conversion?
PlanningIs Now the Right Time for a Roth Conversion?A Roth conversion means paying tax now so future withdrawals may be tax-free. Here is how the idea works and what to weigh.
Mary Garza, tax and retirement planning advisorMary Garza3 min readRead →
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