Ep 26: Should You Do a Roth Conversion?
The Setup: Last episode we provided a basic understanding of Roth conversions. Now it’s time to take it a step further and look at the option from a strategic point of view. Is this something you should be considering for your retirement plan? We discuss who would and...Ep 25: Understanding the Basics of Roth Conversions
The Setup: Have you heard about Roth conversions but wondered how they work and whether they’d benefit your situation? To understand them, you first need to know about a Roth and what its features are. We’ll do that today as well as lay out all the other basics that...Ep 8: The Risks Savers Face: The Tax Time Bomb – Part 3
The Setup: Part 3 of our series on savers and the missteps they can make in planning, we turn to the dreaded topic of taxes. As you save and invest for your future, are you considering the tax time bomb that could be looming down the road? What about strategies that...
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