Posts

Certain Roth Conversions are Final

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Under the new tax law, it is now easier to convert your employer-sponsored retirement plan such as a 401(k), 403(b), or 457 into a Roth IRA account. This is similar to converting your traditional IRA into a Roth IRA, but with one very significant difference. Read more

What’s More Important – Saving for Children’s College or Your Retirement?

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A college education. Retirement. What do these major life events have in common?  One shared characteristic is that each comes with a price tag. Here’s another: If you have school-age kids, you might be facing the challenge of having to decide which goal to save for. They’re both important. So how do you make the choice? Read more