This week we wanted to show you how Roth Conversions may save you taxes, potentially add a huge amount to your future wealth, and increase the chances to reach even more of your goals in retirement. A Roth Conversion is when you move funds from your IRA to a new or existing Roth IRA. The […]
Today we wanted to discuss something that can have a huge impact on reaching your retirement goals: the order that you take withdrawals from your investment accounts. Many of our clients have three types of investment accounts that each have their own tax rules, after-tax accounts, IRAs/401ks and Roth IRAs. A good financial plan for […]
