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We prepare a new free guide each month to help you focus on unique opportunities that we feel exist in the investment community and could be beneficial to both their short term and long-term goals. With over 70 years of combined experience in the financial industry, our team prepares investment portfolios designed with the goal of preserving and growing wealth while meeting our client’s income needs.
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About This Months Guide:
An Important Update on Roth Conversions
If you’re getting ready for retirement, you probably have, at least, some of your portfolio invested in an IRA or a Roth IRA. There are differences between the two. Both types of accounts are popular, but there is an important change to the Roth IRA now that President Trump’s tax reform bill has passed. Roth conversions are now permanent, so if you attempted to convert a traditional IRA to a Roth after January 1, 2018, that change cannot be undone. If you think the elimination of this tax friendly provision may affect you, fill out the form on this page and request our free guide about Roth Conversions.