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In the world of retirement planning, few tools stir as much strategic debate as the Roth conversion. Converting pre-tax retirement assets from a traditional IRA or employer-sponsored plan into a Roth IRA can offer incredible long-term tax advantages—but it’s not without its risks.

Estate planning should be simple—with purpose. See how complexity created tax and probate headaches for one family and how to help keep your plan clear and current.

Many women find themselves managing money for loved ones. Here’s how to protect your time, set boundaries, and provide help with confidence.

Widows, divorcees, and caregivers often add adult children to accounts. Learn the pros, cons, and safer options like POA, trusts, and POD/TOD designations.

Proper estate planning is designed to safeguard your hard-earned assets and help provide you and your heirs with increased peace of mind. Ready to learn the basics?

Watch the video “5 Retirement Strategies You Need to Know” to learn expert strategies on retirement. Get practical tips from Savant Wealth Management.

Unfortunately, there is not a consistent standard and almost anyone can call themselves a financial advisor. This video will help you compare the common services, standards of care, and fee structures so you can determine the true cost of any financial advisor.

If you are recently divorced but have not yet updated your will and estate plan, now is a great time to revisit those important documents.

Markets face uncertainty as the U.S. government shuts down. See what it means for your portfolio and why discipline matters.

Identity theft and fraud are common risks. Learn about credit reports, fraud alerts, credit freezes, and steps to reduce exposure.

Starting in 2026, high earners 50+ must make 401(k), 403(b), and 457(b) catch-up contributions as Roth. Learn what’s changing and how to prepare.

The divorce process can be challenging. Once the divorce decree is final, the last thing you may want to do is more paperwork. That’s why so many divorcees lose sight of the critical step of updating their will.