Friday, December 23, 2022

ROTH IRA Conversions - With timing likely making sense based on the markets being down this year, that leaves us with the question of whether or not having tax-free income in the future at the expense of current taxes is good for one’s plan

Saturday, February 29, 2020

It has been a tough week with the stock market in correction mode amidst fears centering on the Coronavirus. At times like these, I think it is healthy and necessary to take a step back and look at the big picture. With that said,...