How Your 1099 Forms Can Help Improve Your Portfolio

Employers have also issued W-2s, which report wages paid to employees. Other types of income, whether from contract work or investment income, get reported via a 1099 form. These 1099 forms start ...
USA Today

Roth IRA conversions gain traction as Gen X ages. Should you convert?

Roth conversions to secure tax-free withdrawals during retirement are gaining popularity as Ge n X gets closer to retirement, but financial advisers warn that the decision to convert should be ...
Government Executive

TSP in-plan Roth conversions: Are they right for you?

The Thrift Savings Plan (TSP) has long served as a cornerstone of retirement savings for federal employees and members of the uniformed services. As retirement planning becomes more complex, TSP ...

IRA conversion to Roth: Rules to convert an IRA or 401(k) to a Roth IRA

An IRA conversion can give you a leg-up in retirement with tax-free income. But proceed with caution.
Government Executive

Roth in-plan conversions arrive for TSP, but consider tax implications first

Beginning Jan. 28, the Thrift Savings Plan now allows participants to convert traditional (pre-tax) balances into Roth (after-tax) balances inside the TSP itself. This long-awaited change gives ...
The News Journal

Retirement Tax Consultants Expands Roth Conversion Platform with New Tax-Reduction Strategies

MCKINNEY, TX, UNITED STATES, January 30, 2026 /EINPresswire.com/ — Retirement Tax Consultants, LLC, a national firm specializing exclusively in retirement tax and ...
Battle Creek Enquirer

Fiduciary Fraser Allport offers a free Roth Guide explaining how a Roth IRA Conversion can reduce Income Taxes and IRMAA

ORMOND BEACH, FL, UNITED STATES, January 29, 2026 /EINPresswire.com/ — Fraser Allport, Accredited Investment Fiduciary ® and Certified Estate Planner ™, offers a ...