by Brett Tushingham | Mar 31, 2021 | Retirement Checkup
DIAGNOSIS: Do you have lower income than usual or wealthy heirs?TREATMENT: Consider a Roth Conversion. Would you ever want to pay taxes before you had to? It sounds counterintuitive but the answer is sometimes yes. A Roth Conversion is when you...
by Brett Tushingham | Mar 25, 2021 | College Planning, Retirement Planning
The biggest impediment to an on-time and comfortable retirement is overpaying for your children’s education. Most financial advisors just say, “save in a 529 account”. This isn’t enough and fails to address the best way to pay for a potential $300,000...