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Orange City Estate Planning Blog

Investment Accounts

Is Now a Good Time for a Roth Conversion?

A Roth conversion involves liquidating assets in a tax-advantaged account like a traditional IRA or 401(k), paying taxes on the withdrawal, and then funding a Roth IRA. In the short run, investors will pay taxes (more on that below).

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4 Financial Effects After a Spouse’s Death

The death of a spouse is one of the most difficult things imaginable. Besides the emotional toll, surviving spouses typically confront financial issues, which often trigger tax-related questions and consequences.

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Investment Accounts

The Stretch IRA Is Not Completely Gone

In the pre-SECURE Act universe, there were designated beneficiaries. These beneficiaries could be individuals (sometimes called named beneficiaries), institutions, such as charities, or estates.

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5 Tax-Related Retirement Mistakes

One of the best ways to prepare for retirement is to set aside money in a tax-advantaged retirement account. Hopefully, you have done so year after year and built a nice nest egg.

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