Articles

Protecting

Your Income
Your Family
Your Legacy

How to Move Pre-Tax Money Without Overpaying. Roth Conversions, Step by Step.

Mark Rudder October 7, 2026

Most people picture a Roth conversion as one big tax bill in one bad year. Done in stages, it is a series of small moves, each sized to a number…

Future Tax Rates on Pre-Tax Retirement Accounts: What the Federal Deficit Means for Your IRA

Mark Rudder September 15, 2026

Money in a traditional IRA or 401(k) has not been taxed yet. It is taxed when it comes out, at whatever rate applies that year. Nobody knows that rate today,…

The information provided on this website is for educational purposes only and should not be construed as insurance, investment, tax, or legal advice. Any recommendations, if appropriate, will be made only after a review of your individual circumstances.
Products and services are offered only where properly licensed and appointed.

Articles | Privacy Policy | Terms of Service

Cookie Policy | Disclaimer

Mark Rudder, Licensed Insurance Producer in Arizona · AZ #22110541
Michelle (Lanying) Li, Licensed Insurance Producer in Arizona · AZ #21573356
and Licensed Insurance Producer in California · CA #4390834

Mark Rudder is an Independent Insurance Producer affiliated with American Wealthlink Financial & Insurance Services.
Michelle (Lanying) Li is an Independent Insurance Producer affiliated with American Wealthlink Financial & Insurance Services.

How to Move Pre-Tax Money Without Overpaying. Roth Conversions, Step by Step.

Future Tax Rates on Pre-Tax Retirement Accounts: What the Federal Deficit Means for Your IRA

Schedule a Conversation