Blog tagged as Roth Conversion

Strategies for Navigating 2025's Uncertainties

02/13/2025 07:04 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Strategies for Navigating 2025's Uncertainties
Financial planning for 2025 requires a proactive approach to budgeting, investing, tax strategies, and retirement planning to navigate economic uncertainties and potential market fluctuations.

Building Tax-Free Wealth: The Mega Backdoor Roth Conversion

12/03/2024 10:29 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Building Tax-Free Wealth: The Mega Backdoor Roth Conversion
A mega backdoor Roth conversion is an advanced strategy that allows high-income earners to contribute significant after-tax funds to a Roth account, offering substantial tax-free growth potential but requiring careful planning and awareness of potential legislative changes.

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