Tag: Roth IRA

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Should I Do a Roth Conversion

Should I Do a Roth Conversion This Year Strategy Guide

  With the end of the tax year approaching for 2018, you may want to consider whether you should do a Roth conversion this year. A Roth conversion is an underutilized financial planning tool that many individuals and even financial planners overlook. The new tax reform, which effectively lowered the tax burden for many Americans made this strategy even more attractive than in previous years. How do you know if it is the right strategy…
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December 2, 2018 0
Internship

My Employer Does Not Offer a 401(k) Strategy Guide

  So your employer either does not provide a 401(k), you are too new, you are an intern or part-time employee. That is okay, you still have options. Just because you do not have access to a 401(k), doesn’t mean you shouldn’t start thinking about long-term goals. If you did have access to a 401(k) it would be a no-brainer to take advantage of the full matching that your employer provides because it is essentially…
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August 12, 2018 0
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