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  • Estate Planning
    • Revocable Living Trust
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  • Retirement Planning
    • Retirement Income Calculator
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      • Roth Conversion Articles
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Tag Archives: IRA

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  2. Entries tagged with "IRA"

Traditional IRA funds divided between a Roth IRA conversion and the resulting income-tax bill

Should I Use My IRA Money or Carrier Funds to Pay Taxes on a Roth Conversion?

IRA / 401(K) Roth Conversions, Retirement InsightsBy Dr. Dylan FosterSeptember 13, 2026Leave a comment

Should you use IRA money to pay Roth conversion taxes? See how thousands of scenarios can compare IRA funds, outside cash, and potential carrier bonus strategies.

$1 million IRA and how much may remain after retirement taxes

I Have $1 Million in My IRA. How Much Is Actually Mine After Taxes?

IRA / 401(K) Roth Conversions, Tax-Free Retirement PlanningBy Dr. Dylan FosterSeptember 11, 2026Leave a comment

You have $1 million in your IRA, but how much is actually yours to spend? See how taxes, RMDs, Roth conversions, and retirement income planning can change the answer.

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