Financial Planning Insights that Matter to You

5 min read

Why and How to Start a Roth IRA for your Child

Roth IRAs are super powerful. You put after-tax dollars into it, and you take the money out tax-free in retirement when you are over age 59 ½. They...

3 min read

Think Taxes are Going Higher? Consider a Roth IRA Conversion

The Roth IRA was designed to provide tax benefits, but it’s often viewed as primarily an investment tool for younger investors. This is because there...

2 min read

Is it Time to End your IRA Partnership with Uncle Sam?

Roth IRAs are favored by Ed Slott, a nationally recognized retirement and IRA expert, with whom I worked in the past as one of his Elite IRA...