Roth or Traditional IRA? Why It Comes Down to Your Tax Bracket

Watch the video or read the blog as Parkshore Wealth Management explains how your tax bracket now versus in retirement can help guide a Roth or traditional IRA choice.

Retirement PlanningParkshore Wealth ManagementSeptember 10, 2026Roth IRA, Traditional IRA, Roth Conversion, Roth vs Traditional IRA, Tax Bracket Retirement, IRA Tax Deduction, Roth Conversion Strategy, Retirement Tax Planning

Roth Conversions: Are They Right for Your Retirement Plan?

Discover the pros and cons of Roth conversions and determine if this retirement strategy aligns with your financial goals.

Retirement PlanningParkshore Wealth ManagementJuly 15, 2024Traditional IRA, Roth IRA, Roth Conversion, Medicare, RMD, Required Minimum Distribution, Tax-Free

Seizing the Moment: The Benefits of End-of-the-Year Roth Conversions

It’s not too late to do a Roth conversion. Here are reasons to consider a Roth conversion by the end of the year.

Retirement PlanningKristen LukeNovember 15, 2023IRA, Roth, Traditional IRA, SEP, SIMPLE, RMD, Required Minimum Distribution, Tax Cuts and Jobs Act

How Inherited IRAs Work

If you recently inherited a traditional or Roth IRA, you need to know the rules. There have been big changes since the SECURE Act was passed.

Financial PlanningParkshore Wealth ManagementSeptember 13, 2023Inherited IRA, Traditional IRA, Roth IRA, Tax Planning

Down Market? Consider a Roth Conversion

There is a potential silver lining to market drops: the Roth conversion. Read this article to find out how one could benefit you.

Investment ManagementParkshore Wealth ManagementJuly 1, 2022Down Market, Market Drop, Roth Conversion, Roth IRA, Traditional IRA

That First RMD from Your IRA

What you need to know about this must-do distribution.

Financial Planning BlogParkshore Wealth ManagementSeptember 26, 2019IRA, IRA RMD, Traditional IRA