Tag: roth ira

Roth Conversion Before Retirement: Smart Tax Move or Costly Mistake?

Written by Chris Robinson on September 8, 2026. Posted in Ed Slott's IRA Corner, Tax.

To Convert or Not to Convert? How I Help Pre-Retirees Decide if a Roth Conversion Really Makes Sense If retirement is...

financial planning, Pre-Retirement Planning, Retirement Income, retirement planning, RMDs, roth conversion, roth ira, tax planning, Tax-Free Income, traditional ira

529 Plan or Roth IRA? A Smarter Education Funding Strategy

Written by Chris Robinson on August 4, 2026. Posted in Ed Slott's IRA Corner, IRA.

New Rules on Education Funding Every Family Should Understand Back-to-school season has a way of sharpening our focus. Maybe...

529 plan, 529 to Roth IRA rollover, back-to-school financial planning, college savings, education planning, education savings strategies, FAFSA planning, fee-only financial advisor, financial advisor Argyle Texas, retirement and education planning, roth ira, SECURE 2.0

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