What to know about ROTH conversions

What to know about ROTH conversions

Are you debating if you should convert some of your Traditional IRA money to a ROTH IRA this year? Today, I will tell you three very important factors to consider before making the decision. So, here are the three factors to consider before committing to a ROTH...
HSA = Tax-Free Money

HSA = Tax-Free Money

This post is about how Healthcare Savings Accounts (a.k.a. HSAs) save you tons of money in way of tax savings! So, let’s come to the point – how do HSAs save you tax dollars? Very simple. If planned well, the money you saved in an HSA is never taxed; Yes, you...
The Good, Bad, and Ugly of the Tax Reform

The Good, Bad, and Ugly of the Tax Reform

The most talked about Tax reform is finally signed into law by President Trump end of last year. The new Tax legislation is in for the current year 2018 and beyond! Well, what does it mean to you personally? Did you lose some of your past tax breaks? Or you got some...
7 Steps for Financial Independence for Mid-Career Professionals

Thank you for your interest. Your FREE E-Guide is on its way! Please make sure to check your inbox.