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.
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.
Amidst a backdrop of recessionary concerns, inflationary pressures, faltering banks, and debt ceiling issues, headlines suggested the second quarter appeared rather bleak. However, the market shrugged off these negative headlines and posted yet another robust quarter.
Here are four things you can do right away to make sure your goals are being met and your finances are in good shape before heading into the second half of 2023.