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Roth

A Roth Conversion Could Help You Save On Taxes

February 23, 2020

As you’re doing your taxes for 2019, I would encourage you to take a look at how taxes are gonna impact your retirement accounts. And if you look at your retirement accounts and you see that the majority of your money is inside TSPs, 401ks, and traditional IRAs, and that the minority of your money is inside Roth IRAs and […]

February Newsletter

February 19, 2020

Hi, everyone! Welcome into our February monthly newsletter. We send these educational monthly newsletters out once a month in hopes that the content and education in the newsletters is beneficial to you. So thanks for taking the time to actually read the newsletter and view and listen to this video. Some of the key things we’ve been talking to our […]

Why Consider a Roth Conversion?

November 2, 2019

— If you believe, like we do, that federal income taxes will be higher down the road than they are today, then you run the chance of paying more taxes down the road when you retire than today. So, one of the things that we have been talking a lot about is Roth conversions. Does that make sense for you […]