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.
Mega Backdoor Roth IRA: Supersize Your Retirement Savings
The Mega Backdoor Roth IRA stands out as a powerful and underutilized method to supercharge retirement savings.
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.
2023 Is Halfway Over: How to Conduct a Mid-Year Financial Checkup
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.