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 […]
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 […]
Creating Your Own Retirement Income
When it comes to withdrawing a “paycheck” from their retirement savings, many retirees say they prefer not to spend “principal.” However, capital gains are an important source of return—and potential […]
Making Moves
It is said that the only things certain in life are death and taxes. Unless, of course, you are talking about the sweeping tax reform legislation set to become law […]
Change is Afoot
In the next 24-48 hours, we will know for certain the fate of the Tax Cuts and Jobs Act. With the House voting to pass the reconciled bill this morning*, […]