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Ask an Advisor: I’m in the Highest Tax Bracket and ‘Plan to Be There Moving Forward.’ Should I Do a Roth Conversion?

If you ask some financial professionals, the answer to this question might be a resounding no, and the discussion would be over. But there are arguments for doing Roth conversions, even if you are in the highest tax bracket.

Throwback: Backdoor Roth and Cream in the Coffee With Matthew Jarvis

Don’t fall into the gap between theory and execution

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Throwback: Tales from Tax Season-‘Fun’ with States

Real-life issues and situations that clients have faced when it comes to state income taxes and what mistakes to avoid in the future.

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Throwback: Tales from Tax Season – Withholdings and Losses

How to have conversations with your clients to ensure everyone is feeling confident and happy around tax season.

Throwback: Tales from Tax Season

How to deliver value when having tax conversations with clients.

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The Advisor who refuses to pay the IRS with guest Aaron Erişkin

Steven's guest on today's episode may not pay the IRS, but like anything with taxes that decision is based on his specific circumstances and is not a general recommendation.

The information on this site is for education only and should not be considered tax advice. Retirement Tax Services is not affiliated with Shilanski & Associates, Jarvis Financial Services or any other financial services firms.

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