This week’s Tuesday Tip focuses on Roth conversion strategies. More specifically, I’ll address "Empowering New Beginnings: Navigating Roth Conversion
How Roth Conversions Can Help You, Your Surviving Spouse, and Your Heirs
Whenever I have an initial conversation with a potential new client, I mention my view that taxes and investing are “joined at the hip.” By this, I
The Value of Roth Conversions at Today’s Low Rates
Today’s federal income tax rates might be the lowest you’ll see for the rest of your life. As a result, if you have a traditional retirement account,
Wealth Unlocked: Navigating the Benefits of Backdoor Roth IRAs
Do you know about the benefits of Backdoor Roth IRAs? Do you even know what a Backdoor Roth IRA is? Having heard the term, women facing new
7 Benefits of a Roth IRA
While many investors have heard of Roth IRAs, they don’t know much about them or how to use them. A ProPublica story was published in June about Peter
Tuesday Tips – Will Your Retirement Tax Bill Be TOO BIG?
In today's Tuesday Tips video, I address the question, "Will My Retirement Tax Bill Be Too Big?" I also provide an example of how long-term tax
Apprise’s Five Favorite Reads for the Week of July 3, 2022
Planning a High-Impact, Last Minute Trip Can you believe it's already the Fourth of July? I hope everyone enjoyed the holiday. Somehow each summer
Apprise’s Five Favorite Reads for the Week of June 5, 2022
Do You and Your Spouse Have Compatible Spending Habits? When it comes to household tasks and chores, most married couples take a “divide and conquer”
Apprise’s Five Favorite Reads for the Week of April 21, 2024
Renting vs. Owning in Retirement For many people, buying a home fulfills a dream tied to important personal, professional, and financial goals. The