Our Latest
Articles
April 11, 2023
4 Tips to Tame the Tax Beast
I’ve written a lot about the bitter-sweet of accumulating large amounts in your 401k or IRA account. The single biggest challenge I dealt with regarding […]
April 11, 2023
A Windfall from Uncle Sam – if you act soon.
The House of Representatives just passed the SECURE Act. There are several elements of the Act, but one that is getting a lot of visibility […]
April 11, 2023
Roth Conversions, Coffee and The Election
Jim, a recent client, reminded me today that many of you would appreciate some input on doing Roth conversions; especially in the ‘dynamic’ political and […]