Archive for March 2019

Should I convert to a ROTH IRA?

To convert or not to convert…It depends! Converting to a ROTH IRA means that you would pay the tax now on some or all of your IRA’s in exchange for tax-free growth and withdrawals on that money going forward. While tax-free growth and tax-free income in retirement or tax-free inheritance to beneficiaries is always preferable,…

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Is Picking an Advisor like Luck of the Irish?

Are all advisors the same? How do I know if I am working with a specialist? Jim, Spring Green WI In this complex area of retirement planning, you need to work with a specialist. A specialist focuses on you, works exclusively with people just like you and is an acknowledged all-star.   A Specialist Focuses…

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