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Seeking Sun or Savings? Explore a Retirement Move

Many people intend to retire in the place they call home, where they have established families and friendships. But for others, the end of a career brings the freedom to choose a new lifestyle in a different part of the country — or the opportunity to preserve more wealth and protect it from taxes. This …

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Is Now a Good Time to Consider a Roth Conversion?

This year has been challenging on many fronts, but one financial opportunity may have emerged from the economic turbulence. If you’ve been thinking about converting your traditional IRA to a Roth, now might be an appropriate time to do so. Conversion Basics Roth IRAs offer tax-free income in retirement. Contributions to a Roth IRA are …

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Year-End 2020 Tax Tips

Here are some things to consider as you weigh potential tax moves before the end of the year. Defer income to next year Consider opportunities to defer income to 2021, particularly if you think you may be in a lower tax bracket then. For example, you may be able to defer a year-end bonus or …

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Q3 2020 Market Recap

This quarter enjoyed broad economic optimism, as jobless claims decreased (though obviously still elevated), manufacturing continued its rebound, and COVID-19 case counts decreased off the summer highs with continued positive news on the vaccine front.  U.S. stocks outperformed European stocks as the European continent began experiencing their own COVID-19 surge.  Growth stocks, particularly the technology …

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Why You May Want to Consider a Roth Conversion Now

Tax policy will play a big role in the election.  The current tax rates are due to sunset after 2025.  That means for most taxpayers, there will be an increase in taxes in the future.  Should there be a change in administration after this election season, there is a possibility the rates will sunset sooner, …

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