Your Guide to Roth Conversions in 2026
Converting assets from a traditional IRA or 401(k) into a Roth IRA means paying taxes today in exchange for potentially tax-free withdrawals later, and in 2026, updated tax thresholds make the timing of that decision more important than ever.
Energy Disruptions Drive Market Volatility Higher
Global equity markets declined for a fourth consecutive week as ongoing conflict in Iran and uncertainty around global energy supply contributed to elevated volatility.
Tax-Friendly Retirement Havens: What to Consider When Choosing Where to Retire
Where you retire is one of the most consequential decisions in retirement planning. State tax policy, housing costs, and healthcare access can all influence your long-term financial picture.
Markets Navigate Energy Shock and Inflation Risks
Economic data showed inflation remaining above target and growth expectations softening, contributing to increased discussion around the risk of slower growth alongside persistent price pressures.
IRMAA Reconsideration: How Retirees May Reduce Medicare Premiums After a Life Change
Understanding the IRMAA reconsideration process can help ensure healthcare costs better reflect your current financial circumstances.
Stocks Slide Amid Geopolitical and Energy Pressures
Global equity markets declined during the week as rising energy prices and geopolitical tensions weighed on investor sentiment.
Enhanced 401(k) Contributions Under SECURE 2.0: What Ages 61–63 Should Know
For professionals in their early 60s, SECURE 2.0’s enhanced catch-up contributions offer a potential final opportunity to meaningfully boost retirement savings, but getting the most from this window may require careful tax and income planning.
Markets Weigh Inflation and AI Risks
Treasury yields fell below 4% for the first time in 2026, contributing to lower mortgage rates, even as wholesale inflation data reduced expectations for near-term Federal Reserve rate cuts.
Trump Accounts: A New Planning Tool for Children’s Long-Term Savings
The One Big Beautiful Bill Act of 2025 introduces Trump Accounts — a new custodial-style IRA that allows families to begin building retirement savings for children under 18, no earned income required.
Craig Bolanos Named InvestmentNews Top Financial Professional for 2026
VestGen Wealth Partners today announced that co-founder and wealth advisor Craig Bolanos has been named to the InvestmentNews Top Financial Professionals 2026 list, recognizing 100 leading financial professionals across the United States.