Roth

Tax StrategiesRetirementTrust529Life InsuranceRothWillIRAEstate PlanningHSA
Tax StrategiesTax Strategies
+4+4
Unused 529 Funds? How to Roll Them to Roth IRA Tax-Free (Complete 2025 Guide)

Unused 529 Funds? How to Roll Them to Roth IRA Tax-Free (Complete 2025 Guide)

How smart families are converting unused education savings into decades of tax-free retirement growth

Prashanth Srikanthan
Prashanth Srikanthan
Tax StrategiesTax Strategies
+3+3
Excess Roth IRA Contribution Over Income Limit: How to Fix It Without Penalties

Excess Roth IRA Contribution Over Income Limit: How to Fix It Without Penalties

The step-by-step recharacterization strategy that turns your costly mistake into tax-free growth

Prashanth Srikanthan
Prashanth Srikanthan
Tax StrategiesTax Strategies
+3+3
Mastering the Mega-Backdoor Roth: How to Legally Bypass Contribution Limits and Build Tax-Free Wealth

Mastering the Mega-Backdoor Roth: How to Legally Bypass Contribution Limits and Build Tax-Free Wealth

The legal loophole that lets you contribute 10x more to tax-free accounts.

Prashanth Srikanthan
Prashanth Srikanthan
Tax StrategiesTax Strategies
+3+3
The Backdoor Roth IRA: Tax-Free Growth for High Earners

The Backdoor Roth IRA: Tax-Free Growth for High Earners

Income too high for Roth contributions? This strategy changes everything.

Prashanth Srikanthan
Prashanth Srikanthan