May 16, 2022 •
Estate Planning 
Roth individual retirement accounts allow you to pay income tax on your retirement savings upfront, so you won't be stuck with a tax bill in retirement when you can least afford to pay it.
Read MoreMarch 21, 2022 •
Estate Planning 
Tax rules on individual retirement accounts (IRAs) are different for inherited IRAs. Some differences are positive.
Read MoreMarch 10, 2021 •
Estate Planning ![]()
By being very selective about who receives which type of money—whether Traditional or Roth IRAs, after-tax brokerage accounts, life insurance, etc.—you can dramatically cut the share that goes to the IRS and increase the amount going to your family.
Read MoreDecember 17, 2020 •
Estate Planning ![]()
Many investors took advantage of the pandemic-induced market decline this spring to do big Roth conversions and pay less tax on reduced asset values.
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