The American Taxpayer Relief Act of 2012 (ATRA) also makes it easier to make Roth conversions inside your 401(k) plan (if your plan permits). A 401(k) in-plan Roth conversion (also called an “in-plan Roth rollover”) allows you to transfer the non-Roth portion of your 401(k) plan …read more »
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Importance of a Financial Plan
Financial planning takes into account your risk profile, needs, concerns, and desires about money and your future. Based on your needs and goals, a custom tailored financial plan can improve your financial outlook. As a minimum, it provides a snapshot of your financial situation. Important …read more »
Financial Planning – Helping You See the Big Picture
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That’s where financial planning comes in. Financial planning is a …read more »