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Five Reasons to Consider a Roth IRA Conversion

Category: Financial Planning
By Andy Mullan
05/15/2020
The first four months of 2020 have proven to be unpredictable, volatile, and challenging. Despite recent market changes, there continue to be several planning opportunities that we are monitoring for our clients. One of these is Roth IRA conversions. 

Mega Backdoor Roth IRAs: What You Should Know

Category: Financial Planning
By Andy Mullan
08/11/2021

A mega backdoor Roth is a great option to quickly build a tax-free bucket of money for individuals who have maxed out other retirement savings vehicles, still have surplus to be invested, and have a 401(k) plan that allows for this strategy. Consider this an additional tool in your toolbox. 

Five Reasons to Consider a Roth IRA Conversion

Category: Financial Planning
By Andy Mullan
05/15/2020
The first four months of 2020 have proven to be unpredictable, volatile, and challenging. Despite recent market changes, there continue to be several planning opportunities that we are monitoring for our clients. One of these is Roth IRA conversions. 

Mega Backdoor Roth IRAs: What You Should Know

Category: Financial Planning
By Andy Mullan
08/11/2021

A mega backdoor Roth is a great option to quickly build a tax-free bucket of money for individuals who have maxed out other retirement savings vehicles, still have surplus to be invested, and have a 401(k) plan that allows for this strategy. Consider this an additional tool in your toolbox. 

Planning and Puppies 101

Category: Financial Planning
By Emily Appelgate
09/03/2021

I bought a puppy back in April, and it has been one of the most challenging things of my adult life. Training a new puppy is hard work and takes a lot of intentionality and thought. The same can be said about building a financial plan. I have a few tips that might help others avoid my mistakes.