Browsing: conversions

Starting in late January 2026, Thrift Savings Plan (TSP) participants and spousal beneficiaries will be able to convert money from a traditional TSP balance to a…

Kathrin Ziegler | Digitalvision | Getty ImagesRoth individual retirement account conversions are a popular strategy to reduce pretax balances and kickstart tax-free growth. But the converted…

Alvaro Gonzalez | Moment | Getty ImagesMore from Financial Advisor Playbook:Here’s a look at other stories affecting the financial advisor business.Here are some key things to…

The Thrift Savings Plan (TSP) announced officially last week that starting in January 2026 TSP participants will be able to convert their money in traditional TSP…

U.S. President Donald Trump signs the sweeping spending and tax legislation, known as the “One Big Beautiful Bill Act,” at the White House in Washington, D.C.,…

Alvaro Gonzalez | Moment | Getty ImagesIf you’re eyeing a Roth conversion, President Donald Trump’s “big beautiful bill” could make the strategy more complicated, according to…

dowell | Moment | Getty ImagesAs investors wrestle with tariff-induced stock market volatility, there could be a tax-planning opportunity. But it’s not right for all investors,…

Smiling businesswoman already benefitting from Roth conversions.getty An IRA to Roth IRA conversion can be a smart move that can help you keep more of your…

Be careful of the bite of state taxes when doing a Roth Conversion. getty I love helping my clients maximize their tax-free retirement income streams. Converting…

Roth conversions are a powerful tax planning strategy, but how do retirement savers actually use them? A recent survey of Boldin subscribers reveals that users are…