IRS Greenlights Back Door Roth IRA Conversions

“Back door” Roth IRA conversions are no longer a gray area thanks to recent guidance from the IRS. Find out what that can mean for your retirement strategy.

The Journey Of Your Tax Refund

Once again, we find ourselves approaching tax time. That time when we are either excited to get back some of our hard-earned money, or disappointed to see that we owe even more than we’ve already paid. As we do our taxes, most of us have our eye on that one number, either the amount we […]

Watch Out For The Gift Of The MAGI

A couple of weeks back, Jack came to see me. Jack is married to Sandy, and they have three grown children. Jack is a pretty smart guy. He retired as the director of financial planning at a large aerospace manufacturing company, having earned and saved quite a bit.   After retiring, Jack was asked to […]