Apr 25, 2022
Your tax return contains a ton of valuable information that can be quite helpful with it comes to tax planning and managing your finances. The problem is it’s not the most intuitive document and extracting that valuable information can be difficult to do. In this episode, we walk you through a checklist for reviewing...
Apr 11, 2022
Roth IRA conversions can be one of the most valuable tax planning strategies in retirement. While we’ve touched on Roth IRA conversions during previous episodes of the podcast, in this episode we do a deeper dive. We explain what a Roth IRA conversion is, why you would want to consider making one in the first...