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Roth IRA

Building a Healthy Financial Foundation

Building a Healthy Financial Foundation How many pieces do you have in place? When you read about money matters, you will sometimes see the phrase, “getting your financial house in order.” What exactly does that mean? When your financial “house is in order,” it means it is built on a solid foundation. It means that...
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Why Roth IRA Conversions May Now Be Advantageous

Why Roth IRA Conversions May Now Be Advantageous Thanks to a couple of factors, some investors are thinking about this move before 2020 ends. Roth IRAs have attracted retirement savers since their introduction in 1998. They offer the potential for tax-free retirement income, provided Internal Revenue Service rules are followed. Do Roth IRAs seem even...
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Roth IRA Conversion in the Era of COVID-19

Roth IRA Conversion in the Era of COVID-19 Is it right for you?  The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may open doors to new possibilities. Businesses are changing their ways of operating, and individuals are...
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A Roth IRA’s Many Benefits

A Roth IRA’s Many Benefits Why do so many people choose them over traditional IRAs? The IRA that changed the whole retirement savings perspective. Since the Roth IRA was introduced in 1998, its popularity has soared. It has become a fixture in many retirement planning strategies because it offers savers so many potential advantages. The...
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Taxes & Social Security in Retirement Copy

Attend this seminar and learn about: Understand the official new tax reform rules and their impact on your retirement Ways to potentially protect yourself against volatile market conditions The changing rules for a retiring generation of baby boomers How lost deductions may affect your taxes in retirement Common misconceptions about taxes in retirement Possible tools and...
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Taxes & Social Security in Retirement

Attend this seminar and learn about: Understand the official new tax reform rules and their impact on your retirement Ways to potentially protect yourself against volatile market conditions The changing rules for a retiring generation of baby boomers How lost deductions may affect your taxes in retirement Common misconceptions about taxes in retirement Possible tools and...
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Taxes, Taxes, Taxes

Smart Financial Invites you to  Sm​art Lunches with Craig​ The Impact of Taxes in Retirement This quarter we will be discussing the following:​ Have you reviewed your IRA exit strategy? Do you have one? You know Roth IRAs are tax-free, but are they right for you? Are you even eligible? Information about Trump’s new tax...
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Smart Lunches with Craig – Taxes, Taxes Taxes

Smart Financial Invites you to Sm​art Lunches with Craig​ The Impact of Taxes in Retirement This quarter we will be discussing the following:​ Have you reviewed your IRA exit strategy? Do you have one? You know Roth IRAs are tax-free, but are they right for you? Are you even eligible? Information about Trump’s new tax...
Read More

Smart Lunches with Craig – Taxes, Taxes, Taxes

​Smart Financial Invites you to Sm​art Lunches with Craig​ The Impact of Taxes in Retirement This quarter we will be discussing the following:​ Have you reviewed your IRA exit strategy? Do you have one? You know Roth IRAs are tax-free, but are they right for you? Are you even eligible? Information about Trump’s new tax...
Read More