Business Intelligence | From W.D. Strategies on MSN

The Roth conversion mistake that could cost you in 2026

You've probably heard about Roth conversions. Maybe your financial advisor has mentioned them, or perhaps you've seen them ...
When you reach retirement age, financial decisions become even more important as you are no longer generating income from working. Every choice you make about your money has a direct impact on your ...
If you're considering a 2025 Roth IRA conversion, now's the time to act. There are certain retirement moves, like claiming your 401(k) match, that you can do at any point during the year. There are ...
If you’re 60 years old with $1.2 million saved for retirement in a traditional IRA, you may be starting to think about ...
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 ...
Because Medicare premiums are tied to income, converting a $235,000 retirement account to a Roth IRA has the potential to cause Medicare Part B premiums to increase. For many taxpayers, in fact, a ...
Roth IRAs offer a world of benefits. There are ways to get around the income limits associated with these accounts. There are also other tax-advantaged accounts you can explore. Are you ahead, or ...
Picture this: you’re 65 years old, still working and have around $400,000 saved in a traditional IRA. You’re healthy, active and don’t see yourself retiring anytime soon — maybe not until you've ...
Despite opening the season undefeated, it’s been a rocky start for the Oregon Ducks men’s basketball team. They have struggled with turnovers... If you’ve been steadily contributing to a traditional ...