Time to Consider a Roth Conversion

Time to Consider a Roth Conversion

Time to Consider a Roth Conversion Ever since the launch of the Roth IRA option in the late 1990s, many investors have had to decide what account to open and whether or not to consider a Roth conversion. It’s a tough decision to make since it has a significant impact...
HSA – Triple Tax Advantage Strategy

HSA – Triple Tax Advantage Strategy

HSA – Triple Tax Advantage Strategy Tax-advantaged plans such as 401(k)s and college savings plans are everywhere these days, but less well-known are Health Savings Accounts (HSAs) despite the many advantages they offer. Employers and employees alike should be...
Retiring as a Single

Retiring as a Single

Retiring as a Single During the past half century, the number of married couples in the U.S. has been steady declining. According to a study published in The Gerontologist, approximately one-third of Americans between the ages of 45-63 are currently single. Most of...
6 Steps to Retiring Smart

6 Steps to Retiring Smart

6 Steps to Retiring Smart These recommendations can help put baby boomers on the right track for the future. Thinking about retirement within the next several years? Preparing for retirement requires some advance planning!  You’ve worked hard to save for this...