Making Converts of Us

In case you haven’t heard — taxes are on sale! To take advantage of that, it means that 2018 could be the year for you to consider converting a traditional IRA into a Roth.... Thanks to the 2017 Tax Cuts and Jobs Act, nearly all Americans will benefit from reduced tax rates and an expansion of the amount of income subject to those newly reduced rates, due to broader tax brackets.

It All Adds Up

When you retire, what will be your major expenses? If you love to travel, then that might take up a good portion of your budget. Food, groceries and utilities will probably take their fair share of your money as well. But what are you missing?...