Is This a Good Time for a Roth Conversion?

2020 has been a challenging year, but it has also provided some unique tax and retirement planning opportunities. Depending on your financial situation, one possibility might be to convert some or all of your Traditional IRA to its cousin – the Roth IRA. The differences between a Traditional IRA and a Roth IRA  The IRA […]

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Harvest Time for Tax Savings

As the end of 2015 approaches, a window is still available for tax savings. Here are a few ideas to help reduce your tax bite. TAX LOSS HARVESTING A popular strategy called tax-loss harvesting should be considered. The stock market has been rough this year, with  various investment asset classes showing negative returns. If you […]

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