To Roth or Not to Roth – Should You Do a Conversion?
Jim Lorenzen, CFP®, AIF® Steven Elwell, a CFP® practitioner in Amherst, NY recently wrote a nice piece for NerdWallet on this subject. In his
July 8, 2015
Get Ready for Some Possible Tax Increases!
August 5, 2024
As you may or may not know, the Tax Cuts and Jobs Act is due to expire at the end of next year – just 16 months from now. The Biden Administration has proposed new tax increases worth knowing about.
Will My Money Last?
August 2, 2024
If you are one of those asking the ‘will my money last’ question, there’s a way you can find out just what your probabilities are!