Kelly Kranstuber
Roth IRAs and Backdoor Roth IRA Contributions
What is a Roth IRA A Roth IRA is an investment vehicle that allows people to save for retirement using after-tax dollars. Those dollars...
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Summit Puri
Feb 266 min read
Investment strategies: Most common investment vehicles
What do you drive? I wish I could answer this question by saying I have that beautiful 67’ Shelby GT500 Mustang in my garage....
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Jake Buckwalter
Feb 153 min read
Roth Conversions and if they are a good option for you
As the calendar turns over, it is an excellent time to review your current tax situation and see if there are tax strategies that you can...
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Kelly Kranstuber
Dec 19, 20234 min read
Are you 59 ½ or Older and Still Working?
An In-Service Rollover Might Be Right for You Suppose you ever left an employer with a retirement plan you contributed to. In that case,...
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Stephen Armstrong
Aug 17, 20234 min read
All Things Roth: IRAs, Employer Plans, Backdoor Roth IRA & Mega Backdoor Roth
Roth and Traditional IRAs With a Roth Individual Retirement Account (IRA), money is put in after paying income tax on it, and then you...
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Logan Doup
May 3, 20235 min read
TAXES ARE IMPACTED BY YOUR SAVINGS & INVESTMENT CHOICES
Your Savings, Investments, & Taxes TAXES. Love or hate them, if you live in the United States of America, you can participate in our...
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Andrew Young
Jan 19, 20232 min read
529 TO ROTH IRA ROLLOVER – A NEW FEATURE IN 2024
Investing in a 529 There were many changes to investing laws in the omnibus spending bill passed on December 29, 2022, that included the...
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Stephen Armstrong
Jan 5, 20233 min read
PLAYING CATCHUP FOR 2022 IRA CONTRIBUTIONS
Happy New Year!! You did it! You survived the gauntlet of Holidays that end each calendar year. With the new year comes new...
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Ryan Hoovler
Dec 29, 20223 min read
HOW THE SECURE 2.0 ACT CAN AFFECT YOUR ROTH CONTRIBUTIONS
The SECURE ACT 2.0 and the ROTH IRA As I write this article, one quote from my kid’s favorite Christmas movie comes to mind, “keep the...
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Nick Allen
Dec 22, 20223 min read
WHERE TO FOCUS YOUR RETIREMENT PLANNING
Dueling Contributions Beginning Baby step 4 (Funding retirement accounts) can be exciting for anyone who has emerged victoriously from...
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John-Mark Young
Nov 27, 20225 min read
BEAR MARKET STRATEGY: STAY CONSISTENT WITH YOUR 401(K) AND ROTH IRA
When thinking about pain, we know how the brain processes pain can provoke strong emotional reactions such as fear, anxiety, or, in some...
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John-Mark Young
Jul 6, 20225 min read
THANKFUL FOR A BEAR MARKET? MAYBE YOU SHOULD BE?
How many times can you think of something in your life that was painful but ultimately ended up being for your own good? One of the most...
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John-Mark Young
Dec 13, 20214 min read
ROTH VS. PRE-TAX (TRADITIONAL) RETIREMENT CONTRIBUTIONS FOR THE 60+ CROWD
Who remembers their senior year of high school? You’ve completed at least 12 years of school already, perhaps even more with pre-school,...
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John-Mark Young
May 17, 20213 min read
ROTH CONVERSIONS - IDEAS TO CONSIDER
An all to common scenario in our office is, Client A walks in, has done an excellent job of saving money, presumably enough money to...
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