Roth

EVERYONE SHOULD DO ROTH CONVERSIONS

Leave a Comment / financial myths, financial planning, retirement planning, Roth, Roth Conversions, Roth IRAs, social security, taxes

I should point out, again, that the titles of these blogs are Financial Myths.  Especially this one.Conversions from your pre-tax retirement accounts such as: Traditional IRA SEP IRA 401k 403b SIMPLE IRA TSA. etc. must be calculated every year to be sure you don’t bump yourself up into the next tax bracket . . . …

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I CAN’T AFFORD TO SAVE ANY MONEY THIS YEAR

Leave a Comment / cash flow, financial planning, IRA, retirement planning, Roth, taxes, taxpayer

The heading of this post is, as usual, a myth.  You can save money this year.  Thanks to WealthManagement.com for some of these tips: I think all parents of college-bound kids are aware of the FAFSA.  There is no charge for this application for student aid.  And the early bird gets the worm; funds are limited. …

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