10 Financial Planning Opportunities to  Consider Now

The current market situation is an example of why financial planning (with a keen eye toward tax outcomes) is the cornerstone of investment decisions, retirement planning, business transitions, insurance choices, etc.  A drop in the market provides plenty of planning opportunities to consider. Roth conversions – Convert Traditional IRA accounts to Roth IRAs to maximize future tax-free … Continue reading 10 Financial Planning Opportunities to  Consider Now