Tag: roth conversions

2025 Year-End Financial Checklist: Everyone Should Review

Written by Chris Robinson on December 15, 2025. Posted in Ed Slott's IRA Corner, IRA.

2025 Year-End Financial Checklist: What Everyone Should Review Before 2026 With the holiday season upon us, your calendar...

accurate estimate on tax payments, adjust tax withholding, do you have beneficiaries on all investment accounts, roth conversions, should you use qualified charitable distributions (QCDs)

Avoid Costly IRA Rollover Mistakes

Written by Chris Robinson on March 25, 2025. Posted in Ed Slott's IRA Corner, IRA.

Rolling over an IRA can be a smart financial move, whether you’re changing jobs, consolidating retirement accounts,...

401(k) rollovers, in-plan roth rollovers, IRA rollover mistakes, missed deadlines, Non-spouse beneficiary rollovers, roth conversions, Spousal Rollovers

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