Roth IRAs and Conversions Explained (Part 2)
We’re back with Dan Oaklief, RICP®, CPFA® to continue our conversation about Roth IRAs. If you missed part one, be sure to check that out here. In it, we break down the fundamentals of Roth IRAs and discuss the contribution rules for 2023, contribution limits, and much more. For part two of this series, we’re going to dive a bit deeper into this conversation. Dan will discuss the signs that might prompt a Roth conversion recommendation, the benefits of spreading Roth conversions out over several years, and why the timing of these conversions matter. Listen in as we further […]
Ep 100: End of the Year Planning Pt. 1
On today’s show, we will be discussing end-of-the-year planning with one of our Financial Advisors, Dan Oaklief, RICP®, CPFA. Our last episode touched on the current and future markets, and today we want to look at what you should consider as a retiree at the end of the year.
