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Five Windows of Opportunity for Roth Conversions
Converting a traditional IRA to a Roth IRA could be a prudent move for some people because it may provide significant tax advantages in retirement. But when are the optimal times to do a Roth conversion?
Are You an Estate Planning Procrastinator? Where to Start
Many people procrastinate about estate planning. It’s easy to understand why; after all, it’s difficult facing our mortality, and deciding and documenting what we’re leaving behind to our loved ones can get complicated.
Tax Planning Shouldn’t Be an Afterthought
There are so many elements of a comprehensive retirement plan, such as claiming Social Security, investing, planning for long-term care costs and estate planning. The one thing they all have income is taxes. Tax planning touches on every element of one’s financial plan, which is why it should never be an afterthought.
WHAT IS YOUR RISK NUMBER?
Capture your risk tolerance and see if your portfolio fits you.