Ep 26: Should You Do a Roth Conversion?

2020-03-12T09:11:39-04:00March 12th, 2020|

Last episode we provided a basic understanding of Roth conversions. Now it’s time to take it a step further and look at the option from a strategic point of view. Is this something you should be considering for your retirement plan? We discuss who would and wouldn’t benefit and share the conversation we have with clients to help them make the decision.

Ep 8: The Risks Savers Face: The Tax Time Bomb – Part 3

2019-11-25T14:02:54-05:00October 24th, 2019|

Part 3 of our series on savers and the missteps they can make in planning, we turn to the dreaded topic of taxes. As you save and invest for your future, are you considering the tax time bomb that could be looming down the road? What about strategies that can help lessen your tax burden? Let’s discuss the options that you have to save yourself money in taxes.