Roth Conversion Strategy for a Widow Still Earning an Income

Explore a Roth conversion plan for a 58-year-old widow with $140k consulting income. Gain clarity on timing, taxation, and strategies to optimize your retirement savings.

Cameron Zabko, CFP®

January 6, 2026

Roth Conversion Strategy for a Widow Still Earning an Income

Past Articles

Monthly Paycheck Replacement Through Investments: A Simple Guide

Monthly Paycheck Replacement Through Investments: A Simple Guide

Overwhelmed figuring out which investments create monthly paycheck replacement? Explore stable cash flow options like dividend ETFs, CDs, and diversified annuities to maintain control and secure your financial future.

Cameron Zabko, CFP®

January 6, 2026

Start Partial Roth Moves Early to Avoid Widow Tax Penalty

Start Partial Roth Moves Early to Avoid Widow Tax Penalty

Discover when to start partial Roth conversions to avoid widow tax penalties and explore strategies for minimizing future tax burdens in widowhood.

Cameron Zabko, CFP®

December 29, 2025

Ease Anxiety About Timing Widow Survivor Benefit Claims

Ease Anxiety About Timing Widow Survivor Benefit Claims

Anxious about when to claim Social Security survivor benefits? Discover insights to help you make the best decision for your situation, whether to claim at 60 or wait until 67.

Cameron Zabko, CFP®

December 18, 2025

A Widow’s Guide: Claiming Survivor Benefits at 60 vs. 67

A Widow’s Guide: Claiming Survivor Benefits at 60 vs. 67

Discover key factors for widows to decide: should I claim Social Security survivor benefits at 60 or wait until 67, and how timing choices affect finances.

Cameron Zabko, CFP®

December 9, 2025

Prevent Outliving Your Savings During Market Crashes

Prevent Outliving Your Savings During Market Crashes

Worried you’ll outlive savings if the stock market crashes again soon? Discover ways to safeguard your retirement from market volatility and minimize long-term care costs.

Cameron Zabko, CFP®

November 24, 2025

IRS Announces 2026 Retirement Contribution Limits: Essential Tips for Widows to Maximize Savings

IRS Announces 2026 Retirement Contribution Limits: Essential Tips for Widows to Maximize Savings

Explore the new IRS 2026 retirement contribution limits and practical tips for widows seeking greater financial stability in retirement.

Cameron Zabko, CFP®

November 21, 2025

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