Tag: retirement accounts

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Roth conversion faq

Should I Do a Roth Conversion This Year Strategy Guide (2019)

With the end of the tax year approaching for 2019, you may want to consider whether you should do a Roth conversion. 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 to implement this…
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December 7, 2019 0

What the Tech is a 401(k)?: Podcast

Episode 6. of Techie Personal Finance Bootcamp 1:15 Hello, welcome to this episode of techie personal finance boot camp. Today, I’m going to have fun talking to you about what the tech is a 401k. And so what I’m trying to do here is just give you a little bit more confidence. I know, one of the biggest things that I realized when I was first getting into financial planning and figuring out that financial…
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June 26, 2019 0

New Entrepreneur Financial Strategy Guide

Congratulations on your being an entrepreneur! One of the often overlooked aspects of going out on your own is being able to build your strategy from the ground up. Most new ventures have to start with an income of $0 the first day and it becomes a building process of both spreading the word about you, your service, or product and most importantly delivering value. Starting from scratch isn’t all that bad though, as there…
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May 1, 2018 0
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