• Money

    4 Reasons to Consider a Roth Conversion Now

    February 3, 2022 - By 

    Our nest egg has to last for the next 30-40 years to fund our roving retirement lifestyle. Therefore, I spend a considerable amount of time thinking about and managing our money, generally, and minimizing taxes, specifically. Today, I have some timely information regarding Roth Conversion to share.

  • Money

    Be Careful with IRA/401k Beneficiaries

    August 20, 2020 - By 

    IRA and 401k accounts are great ways to save for a regular or roving retirement. Most folks focus on contributing and investing in these retirement savings vehicles, but if your beneficiary declarations are not right, your heirs may be stuck with a big tax bill.