How the New Tax Laws (January 2020) Might Affect Your Financial Plan
January 28, 2020
The year 2020 brings in a new decade and it also brings new tax
Is a Roth Conversion Right for You?
November 23, 2019
A Roth conversion can potentially save you thousands of dollars in taxes, but it’s not right for everyone. In this blog, I cover the basics of Roth conversions and how they can be used in financial planning,
Roth IRA vs Traditional IRA
September 26, 2019