Making Converts of Us
Sharing a “food for thought” article from Kiplinger regarding the potential advantage new lower marginal tax rates offer for Roth conversions. With the creation of a lower 24% marginal rate […]
It All Adds Up
When you retire, what will be your major expenses? If you love to travel, then that might take up a good portion of your budget. Food, groceries and utilities will […]
Broke Down
A 2017 Retirement Savings survey from GOBankingRates found that 55 percent of Americans have less than $10,000 saved for retirement. That’s hardly an improvement from their 2016 results, when 56 […]
Everything In Proportion
At first blush, the term “pro rata” sounds like the worst type of inscrutable legalese. But it’s an important concept for investors, especially for those considering IRA conversions or mulling […]
Don’t grow older—grow wiser
Growing older can be wrought with legal problems arising from health concerns, long-term care, and the need for appropriate housing. The good news, however, is that there are tools and […]