Roth Conversion vs. Backdoor Roth
Roth Conversion vs. Backdoor Roth. Many women we work with want to build more retirement savings in accounts that grow tax-free. Two common strategies are a Roth conversion and a backdoor Roth contribution.
Are Your Beneficiaries Up to Date?
Life changes such as marriage, divorce, and new grandchildren can make old beneficiary designations outdated. Reviewing and updating your beneficiaries ensures your assets go to the right people and avoids costly mistakes.
Why the 4% Rule Falls Short
The 4% rule has long been a retirement staple…but is it still enough? From market swings to tax impacts and your own evolving life, a one-size-fits-all approach could leave your future shortchanged. Discover smarter ways to plan your withdrawals and shield the life you’ve worked for.
What Trump’s New Tax and Spending Bill May Mean for You
Big changes are here. On July 4th, a massive new law—spanning more than 900 pages—was signed, bringing a wide range of tax, spending, and policy updates. Curious how this could shape your financial plans? We’ve put together a summary to help you understand what’s inside and what it might mean for you.
Tax Planning Strategies for W-2 Workers
Optimize your tax savings as a W-2 worker with smart and strategic tax planning! Learn how to keep more of your hard-earned money.
Navigating Market Volatility in Retirement
Be ready for the unexpected in retirement. Discover how to manage market volatility and shield your nest egg.