Roth Conversion Strategy

Should You Convert Your IRA to a Roth in 2025? Here’s Why Now Might Be Your Best Shot

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Roth IRA conversion 2025

Why 2025 Is a Critical Year for Roth IRA Conversions When it comes to retirement planning, timing is everything. And for many retirees and pre-retirees, 2025 may be the most important year yet to consider a Roth IRA conversion. Here’s why: 👉 In short: If you’ve ever considered a Roth conversion, 2025 may be your … Read more

Financial Case Study: Are We on Track for Retirement?

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Financial Case Study: Retirement Planning Strategy

Category: Retirement & Wealth Planning Case Study Type: Pre-Retirement Planning This financial case study explores how I helped a couple navigate retirement planning, optimize taxes, and use indexed annuities to secure their future. Client Profile Understanding This Financial Case Study John and Susan had been diligent savers, accumulating over $1.3 million in retirement accounts and … Read more