Making the Right Call: When to Take Social Security Benefits
Deciding when to take Social Security benefits is a significant financial decision that requires careful consideration.
The Power of 529 Savings Plans
529 plans are an exceptional tool for anyone looking to save for current or future education expenses, but there are still a few things you need to investigate before starting one.
Roth Conversion Strategies: Maximizing Your Retirement Savings
When it comes to planning for retirement, one of the key considerations is tax efficiency. A Roth conversion strategy is an effective way to optimize your retirement savings by strategically converting funds from traditional retirement accounts, such as a 401(k) or traditional IRA, into a Roth IRA. By doing so, you can potentially enjoy tax-free growth and tax-free withdrawals in retirement.
Estate Planning: Wills and Probate
Get your clients thinking about their estate strategy with this article about wills. A will is a great starting point, but their financial needs may require more planning.