Feb 27, 2023

If you have a traditional IRA or 401(k), you could run into a HUGE tax problem.  That’s why you hear people converting those funds to an after-tax Roth IRA a little bit at a time before retirement.  Financial author Ed Slott tells the Morningstar financial website that it enables you to take control of your tax...

Feb 13, 2023

An article in The Street warns that a lot of people are surprised at how big their tax bill is after they retire.  Why does this happen? And are there any steps we can take to lower that bill? Steve discusses the tax strategies he uses that can help put more money back in your pocket rather than Uncle Sam's! Plus,...