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How a Discount Conversion Moves Your Old 401k Into a Roth and Cuts the Tax Bill by 60%

How a Discount Conversion Moves Your Old 401k Into a Roth and Cuts the Tax Bill by 60%

Jul 1, 2026 | Investing, Retirement

Here is the part nobody explained when you opened that traditional retirement account. Every dollar you put in, you got a deduction, and that felt great. But you never actually owned that money. The IRS owns a chunk of it, and they collect when you pull it out, plus...
What Happens When Uncle Sam Says “Go Ahead, YOLO Your 401(k)”

What Happens When Uncle Sam Says “Go Ahead, YOLO Your 401(k)”

Oct 28, 2025 | Taxes

When the Government Opens the Gate… I woke up this morning to news that made me pause my coffee and read twice. President Trump just signed an executive order allowing Americans to invest in crypto through their 401(k) accounts. The White House is calling it...

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