How to Maximize FDIC and SIPC coverage

How to Maximize FDIC and SIPC coverage

We’ve all heard the horror stories… Bank runs in the early 1900s leaving banks dried up and depositors penniless. Lehman Brothers’ failing in 2008–09 with $106 Billion in customer assets, or even seen the Bernie Madoff scandal leaving so many in the dust.  All of...
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...