Partial Roth Conversions

Roth Conversion Strategy for Physicians Retiring Before 60

Most Physicians Retiring Before 60 Have a Tax Problem, Not a Portfolio Problem You crushed the accumulation phase in the highest tax brackets. Then you step off the clinical treadmill in your 50s, and suddenly your earned income disappears. The […]

Partial Roth Conversions

Roth Conversions Let’s talk about what is new for Roth Conversions. The point: there are many different types of Roth conversions, and they may be affected differently by changes in the law in the next few years. Let’s start with […]