How to Time Roth Conversions

How to Time Roth Conversions

After working for a lifetime and saving into qualified pre-tax accounts (Like 401(k) and Traditional IRA) you now realize that rolling some or all of that amount into a Roth could be better for your overall retirement and saving goals. Now that you’ve figured that...
Three Financial Reminders for Tax Season

Three Financial Reminders for Tax Season

  Tax season is a great time of year to take a pause and review finances, especially for retirees and those approaching retirement. It is one of the few times each year when you can find your income, investments, and long-term plans all visible in one place,...
10 Year-End Tax Strategies

10 Year-End Tax Strategies

By Scott Hamilton, CFP® As 2025 draws to a close, it’s the perfect time to tie up loose ends and prepare for the year ahead. One area you don’t want to overlook is your taxes. While taxes may not feel festive, taking proactive steps now can save you money, which is...