Strategy (NASDAQ:MSTR) is offering investors better terms for its $2B issue of convertible debt, lowering the conversion premium to 35% from the previously marked 40%-50% range, Bloomberg reported, ...

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I love helping my clients maximize their tax-free retirement income streams. Converting a traditional IRA account to a Roth IRA is a fabulous part of a proactive tax-planning strategy to reduce the ...

There is no legal or regulatory age restriction on Roth conversions, so it's not too late in that sense. Generally speaking, ...

Converting a large sum like $865,000 to a Roth IRA is a strategic move for long-term tax benefits – including tax-free retirement income and eliminating required minimum distributions (RMDs) – but it ...

As we approach 2025, many seniors are considering Roth conversions to optimize their retirement savings. With the introduction of President Trump’s new $6,000 senior deduction, there are opportunities ...

Forbes contributors publish independent expert analyses and insights. I strive to alleviate stress by analyzing and clarifying the tax code. Oct 16, 2024, 06:00am EDT Navigating the financial ...

MCKINNEY, TX, UNITED STATES, March 20, 2024 /EINPresswire.com/ -- Title: David Hyden and Retirement Tax Advisers Releases Cutting Edge Roth Conversion Strategy ...

As financial advisors, our heroics don’t typically make for riveting dinner conversation, but in our daily duties, we frequently step in and save the day. We wield advanced modeling tools to optimize ...