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  • Estate Planning
    • Revocable Living Trust
    • Last Will and Testament
    • Power of Attorney
    • Living Will
    • Miller Trust
    • Special Needs Trust
  • Retirement Planning
    • Retirement Income Calculator
    • IULs
    • Annuities
  • RESOURCES
    • Tax-Free Retirement Videos
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      • Roth Conversion Articles
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Category Archives: Uncategorized

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Pension income and Roth conversion flowing into a tax-planning calculation with traditional and Roth IRA accounts

Can I Do a Roth Conversion If I Have a Pension?

UncategorizedBy Dr. Dylan FosterSeptember 15, 2026Leave a comment

Can you do a Roth conversion if you have a pension? See how pension income, Social Security, RMDs, Medicare, and conversion timing can change the math.

Roth conversion versus leaving a traditional 401(k) alone mathematical comparison

Roth Conversion vs. Leaving Your 401(k) Alone: How to Compare the Math

UncategorizedBy Dr. Dylan FosterSeptember 11, 2026Leave a comment

Should you convert your 401(k) money to Roth or leave it alone? Learn how to compare taxes, RMDs, retirement income, Medicare, legacy, and the cost of converting.

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