Roth conversions are a hot topic in the soon-to-be, and recently, retired circles and there’s good reason behind this. A well timed and executed Roth conversion strategy can potentially save you thousands of dollars in federal tax liability over the course of your retirement. Read […]
Read MoreWhy ‘Average’ Just Doesn’t Cut It with Investments
“What’s the average return I should expect from my investments?” It’s a common question we hear from clients when discussing new investment options, portfolio performance, or in general discussion. While it’s clear the intention of the question is meant to understand the opportunity for growth, […]
Read MoreThe Retirement Enhancement and Savings Act of 2016 and What it Means For You
For years, hard working couples have maximized their 401(k), 403(b), and IRA contributions for two important goals: 1) Income in retirement, and 2) efficient generational wealth transfer. The latter goal may need to be readdressed in reaction to a portion of the proposed legislation Retirement […]
Read MoreETF v. MF
ETF v. MF In our February newsletter, we’ll look at two major investment vehicles in the current investment landscape; mutual funds and exchange traded funds or, ETFs. We’ll run down the key attributes of a mutual fund and an ETF and two of the key […]
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