Browsing blog archives:
Markets are down, inflation is up, and the noise that is out there is sometimes unbearable. It’s easy to get down on things, but there are 3 very easy things you can do to be happier than 99% of the people around you. I made a quick video highlighting them.
2021 is a great year to consider Roth conversions and other strategic moves from a tax planning perspective. Here are my thoughts as quoted in the Wall Street Journal (April 30, 2021): Biden Tax Plans Potential Impact on Your IRA – WSJ
Roth IRAs can be a great way to turn your retirement assets into future tax-free income.Since the money inside the Roth Individual Retirement Account (IRA) has already been taxed, you don’t have to pay taxes on qualified distributions and you don’t have to take Required Minimum Distributions from these accounts.
