Planning for retirement is a critical aspect of financial well-being, and one effective tool for tax-free retirement savings is the Roth Individual Retirement Account (IRA). In this post, we will explore the ins and outs of Roth IRAs, outlining their […]
What is a Roth Conversion? A Roth conversion refers to taking all or part of your Traditional IRA and moving it into a Roth IRA. One major point of a Roth conversion is taxes. Converting your traditional IRA into a […]
The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement.
However, difficult times may open doors to new possibilities.
Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week. Can I roll a retirement plan distribution […]
