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Roth Conversion: How What You Learned on a Playground Can Help You Decide if One is Right for You.

August 21, 2017 by Ian Foster

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 […]

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Why ‘Average’ Just Doesn’t Cut It with Investments

June 11, 2017 by Ian Foster

“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, […]

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The Retirement Enhancement and Savings Act of 2016 and What it Means For You

March 12, 2017 by Ian Foster

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 […]

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ETF v. MF

February 8, 2017 by Ian Foster

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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