December 1, 2021

Retirement Planning

Ara Abrahamian, CRPC®

How to Reduce RMD Taxes with a Qualified ...

A qualified charitable distribution (QCD) can help reduce your RMD tax burden and keep you in a lower tax bracket.

Mega Backdoor Roth Conversion

Ara Abrahamian, CRPC®

October 25, 2021

Financial Planning

Is Now the Right Time to Deal with Roth IRA Conversion Taxes?

Ara Abrahamian, CRPC®

October 25, 2021

Financial Planning

Proposed rules would prohibit high-earning taxpayers from converting from an IRA to a Roth and prevent anyone from converting after-tax 401(k) funds to a Roth.