Retirement Tax Consultants Press Releases - EIN Presswire

Published on September 16, 2026 - 10:00 GMT

A New Approach to High-Income and the Roth Conversion Tax Bill

The OBBBA Opens New Tax-Planning Opportunities MCKINNEY, TX, UNITED STATES, September 16, 2026 /⁨EINPresswire.com⁩/ -- High-income professionals facing substantial federal income tax bills may have a new reason to reconsider how they approach year-end tax …

Distribution channels: Aviation & Aerospace Industry, Banking, Finance & Investment Industry ...

Published on August 5, 2026 - 11:00 GMT

Retirement Tax Strategist Challenges Conventional Roth Conversion Advice

Firm says most Roth conversions overlook valuation strategies that have reduced taxable conversion values by an average of 35% in many qualified client cases MCKINNEY, TX, UNITED STATES, August 5, 2026 /⁨EINPresswire.com⁩/ -- As Americans continue …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on June 3, 2026 - 11:00 GMT

Most Retirees Have Never Calculated the Largest Tax Bill of Their Lives, New Analysis Reveals

New Retirement Tax Planning Methodology Identifies Hidden Tax Liability Growing Inside Traditional IRAs and 401(k)s MCKINNEY, TX, UNITED STATES, June 3, 2026 /⁨EINPresswire.com⁩/ -- Retirement Tax Consultants today announced the launch of its Embedded IRA …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on April 26, 2026 - 10:00 GMT

How Affluent Retirees Are Repositioning IRA Assets to Reduce Future RMD Exposure and Improve Tax Efficiency

Retirement Tax Consultants Expands Platform with Advanced Tax Strategies and Professional Partnerships MCKINNEY, TX, UNITED STATES, April 26, 2026 /⁨EINPresswire.com⁩/ -- Retirement Tax Consultants today announced a significant expansion of its retirement …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on February 27, 2026 - 11:00 GMT

How High-Net-Worth Retirees Reduce IRA Taxes by a Minimum of 35% Before RMDs Begin

Firm Introduces Multiple IRS-Compliant Approaches to Reduce, Recover, and Offset Roth Conversion Taxes MCKINNEY, TX, UNITED STATES, February 27, 2026 /⁨EINPresswire.com⁩/ -- As required minimum distributions (RMDs) loom and future tax rates remain …

Distribution channels: Automotive Industry, Banking, Finance & Investment Industry ...

Published on January 30, 2026 - 11:00 GMT

Retirement Tax Consultants Expands Roth Conversion Platform with New Tax-Reduction Strategies

Firm Introduces Multiple IRS-Compliant Approaches to Reduce, Recover, and Offset Roth Conversion Taxes MCKINNEY, TX, UNITED STATES, January 30, 2026 /⁨EINPresswire.com⁩/ -- Retirement Tax Consultants, LLC, a national firm specializing exclusively in …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on December 17, 2025 - 22:43 GMT

Retirement Tax Consultants Launches New Strategies to Reduce Roth Conversion Taxes

Four Different Strategies Now Available to REDUCE, RECOVER and OFFSET Roth Conversion Taxes MCKINNEY, TX, UNITED STATES, December 17, 2025 /⁨EINPresswire.com⁩/ -- Retirement Tax Consultants, LLC, a national leader in retirement tax and income planning, …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on December 4, 2025 - 20:36 GMT

Retirement Tax Consultants Announces IRS-Accepted Strategy to Reduce Roth Conversion Taxes by 35%+

And Announces the Addition of Attorney Kent Savage to the Team MCKINNEY, TX, UNITED STATES, December 4, 2025 /⁨EINPresswire.com⁩/ -- Retirement Tax Consultants, LLC, a national leader in retirement tax and income planning, today announced a powerful, …

Distribution channels: Automotive Industry, Banking, Finance & Investment Industry ...

Published on October 22, 2025 - 18:53 GMT

Retirement Tax Consultants Announces Roth Conversion Strategy That Cuts Taxes by 35% or More

The Most Effective Way to Save on Roth Conversion Taxes Your CPA or Financial Adviser Doesn't Know About MCKINNEY, TX, UNITED STATES, October 22, 2025 /⁨EINPresswire.com⁩/ -- Retirement Tax Consultants, a national leader in retirement tax and income …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on August 26, 2025 - 16:04 GMT

Retirement Tax Consultants Reveals How Retirees Are Cutting Roth Conversion Taxes by 35% — Without Breaking IRS Rules

Here's a Strategy to Save on Roth Conversion Taxes Your CPA or Financial Adviser Doesn't Know About MCKINNEY, TX, UNITED STATES, August 26, 2025 /⁨EINPresswire.com⁩/ -- Retirement Tax Consultants, a national leader in retirement tax and income …

Distribution channels: Agriculture, Farming & Forestry Industry, Amusement, Gaming & Casino ...

Published on August 12, 2025 - 16:39 GMT

Retirement Tax Consultants Reveals the Hidden Roth Conversion Tax Trap Most Accountants and Financial Advisers Overlook

If They Are Advising You to Convert Up to Your Current Marginal Tax Bracket They Are Neglecting One Important Factor MCKINNEY, TX, UNITED STATES, August 12, 2025 /⁨EINPresswire.com⁩/ -- For individuals contemplating whether to convert their Traditional …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on July 23, 2025 - 20:49 GMT

Retirement Tax Consultants Announces IRS-Sanctioned Roth Conversion Strategy to Avoid RMDs While Slashing Taxes by 35%

Avoid the Four Government Layers of Taxation on One Asset MCKINNEY, TX, UNITED STATES, July 23, 2025 /⁨EINPresswire.com⁩/ -- Retirement Tax Consultants, a national leader in retirement tax optimization, today revealed an innovative Roth IRA conversion …

Distribution channels: Banking, Finance & Investment Industry, Building & Construction Industry ...

Published on July 15, 2025 - 14:41 GMT

Retirement Tax Consultants Offers a Roth Conversion Analysis to Help Decide Whether to Convert to Roth

Compare the Tax Cost of Converting to the Mandatory Costs of NOT Converting MCKINNEY, TX, UNITED STATES, July 15, 2025 /⁨EINPresswire.com⁩/ -- For individuals considering whether to convert their traditional IRAs, 401(k)s, or other tax-qualified …

Distribution channels: Agriculture, Farming & Forestry Industry, Banking, Finance & Investment Industry ...

Published on July 14, 2025 - 05:09 GMT

Retirement Tax Consultants Announces Strategy to Slash Roth Conversion Taxes

Reduce Roth Conversion Taxes by 35% Using IRS-Accepted LLC Valuation Discounts MCKINNEY, TX, UNITED STATES, July 14, 2025 /⁨EINPresswire.com⁩/ -- Retirement Tax Consultants, a national leader in advanced retirement tax planning, today announced a powerful …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on July 9, 2025 - 10:00 GMT

Retirement Tax Consultants Launches a Comprehensive Roth Analysis to Help Avoid the 7 Hidden Costs of Traditional IRAs

Get an In-Depth Roth Analysis at a 30% Discount Through July 2025 MCKINNEY, TX, UNITED STATES, July 9, 2025 /⁨EINPresswire.com⁩/ -- For individuals evaluating whether to convert their traditional IRAs, 401(k)s, or other tax-qualified retirement plans to …

Distribution channels: Agriculture, Farming & Forestry Industry, Banking, Finance & Investment Industry ...

Published on July 8, 2025 - 15:04 GMT

Retirement Tax Consultants Unveils Roth Conversion Strategy That Cuts Taxes by 35% or More

The Best Way to Save on Roth Conversion Taxes Your CPA or Financial Adviser Doesn't Know About MCKINNEY, TX, UNITED STATES, July 8, 2025 /⁨EINPresswire.com⁩/ -- Retirement Tax Consultants, a national leader in retirement tax and income planning, today …

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Published on July 8, 2025 - 11:00 GMT

Retirement Tax Consultants Unveils Roth Conversion Strategy That Cuts Taxes by 35% or More

The Best Way to Save on Roth Conversion Taxes Your CPA or Financial Adviser Doesn't Know About MCKINNEY, TX, UNITED STATES, July 8, 2025 /⁨EINPresswire.com⁩/ -- Retirement Tax Consultants, a national leader in retirement tax and income planning, today …

Distribution channels: Agriculture, Farming & Forestry Industry, Building & Construction Industry ...

Published on July 3, 2025 - 00:00 GMT

Retirement Tax Consultants Launches In-Depth Roth Conversion Analysis to Help Retirees Avoid Unnecessary Taxes

Get an In-Depth Roth Analysis at a 30% Discount Through July 2025 MCKINNEY, TX, UNITED STATES, July 2, 2025 /⁨EINPresswire.com⁩/ -- For individuals considering whether to convert their traditional IRAs, 401(k)s, or other tax-qualified retirement plans to …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on July 2, 2025 - 11:00 GMT

Retirement Tax Consultants Announces Strategy to Cut Taxes on Roth Conversions by a Minimum of 35% Using LLC Discounts

The Best Way to Save on Roth Conversion Taxes Your CPA Doesn't Know About MCKINNEY, TX, UNITED STATES, July 2, 2025 /⁨EINPresswire.com⁩/ -- Retirement Tax Consultants, a leading authority in retirement tax and income planning, today announced a …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on May 12, 2025 - 10:00 GMT

Retirement Tax Consultants Reveals Strategy to Cut Taxes on Roth Conversions by Up to 35% Using LLC Discounts

The Best Way to Save on Roth Conversion Taxes You've Never Heard Of MCKINNEY, TX, UNITED STATES, May 12, 2025 /⁨EINPresswire.com⁩/ -- Retirement Tax Consultants, a leading authority in retirement tax reduction planning, today announced a powerful …

Distribution channels: Agriculture, Farming & Forestry Industry, Business & Economy ...