Roth Conversions in 2018: Benefits and Challenges

Converting some of your tax-deferred investments to Roth IRAs can be a smart way to save in retirement. The new tax law makes changes that you must know before you do, so read carefully before making that move!

Measure Twice, Cut Once

There’s an old adage in the construction world: measure twice, cut once. Otherwise, pipe connections leak, electrical connections fail and houses fall. Now, I don’t consider myself a handy man by any stretch of the imagination but I do know my way around some common power tools. And although Jill would rather have me “outsource” […]

Hitting ‘Undo’ On A Roth Conversion

Over the past three years, we have discussed Roth IRAs a few times. We have reviewed what it means to have one, what the rules are that pertain to them, the implications of converting traditional IRAs to Roth IRAs and the possibility of re-characterizing those conversions. In light of the recent market volatility, I thought […]