Roth IRA

  • Using Roth IRAs for College? – Maybe

    by

    jimallen

    /

    /

    In the world of financial planning, retirement and college planning are often separate and possibly competing goals. For most advisors, the common wisdom is that you use retirement plans like your 401(k) and IRA for retirement goals, you fund college goals with 529 college savings plans and their paths should not cross. However, this isn’t…

  • Converting Roth IRAs For Tax Diversification

    by

    jimallen

    /

    /

    Tax diversification is an important part of any financial plan and the Roth IRA is great way to diversify the tax treatment of your investments. Unlike the traditional IRA where you normally get a tax-deduction for the contribution, Roth IRA contributions are made with after-tax money. But, when qualified distributions are made from a Roth…

We’re here to simplify
your financial life.

If you’re ready for a team that fully coordinates your planning, investments, estate and taxes, let’s connect.

Get Started