Tag: estate planning

  • Is it Helpful to Make a Roth IRA Conversion?

    Introduction to Roth conversions In previous posts, we looked at Roth retirement accounts and also compared them to their Traditional counterparts. While Roth accounts can provide tax benefits, there are income limits for who can make Roth IRA contributions. For those above the income limits, Roth IRA conversions provide one way to get money into…

  • How To Know If You Need Life Insurance

    Life insurance is a confusing topic made worse by pushy sales people and costly mistakes. Here are some important points to consider before buying life insurance.