Blog
Should I do Roth Conversions?
Let's talk about Roth Conversions. First, what is a Roth Conversion? Well, you may have heard of it as a “Back Door Conversion” or some type of tax loophole, but we are going to stick with Roth Conversion for today. The simple definition is this; Take Traditional Contributions that are already in retirement accounts and convert them to a Roth IRA by paying the taxes from non-retirement assets. [...]
Traditional vs. Roth: Is it That Simple?
This month we will be covering a deceivingly complex topic, “Traditional vs. Roth: Is it That Simple?" Now, most people we talk to have at least heard of the different terms, but the problem is that there are now so many ways to describe these two simple things that most people just get fed up with trying to figure it out. First, let’s list some of these. Traditional Contributions [...]
Dealing With the Financial Side of Divorce
Dealing With the Financial Side of Divorce When parting ways with a spouse, you’ll want to assemble a team of trusted professionals, gather necessary financial documents and develop a plan for your new future. Parting ways with a spouse can be stressful and challenging, and navigating the process requires careful planning to answer questions like: Where will you live? How will this affect your children? How will the divorce [...]
