Estimated Read Time: 3 minutes One silver lining in the current bear market is that this could be an excellent time to convert assets from a traditional IRA to a Roth IRA. Converted assets are subject to federal income tax in the year of conversion, which could rack up a substantial tax bill. However, if […]

Year-End Planning

November 7, 2022

Is a Roth Conversion Right for You?


Estimated Read Time: 4 1/2 minutes Many employee benefits packages provide the usual retirement, vacation, health, vision, dental, basic life, and disability insurance benefits; however, some employers offer additional benefits. There are different benefit programs that can cover a variety of special circumstances. In some instances, they could be exactly what you need. Here are […]

Employer Benefits

October 21, 2022

Taking Full Advantage of Employer-Offered Special Benefits