With three months left in the year, you still have enough time to evaluate whether a Roth conversion makes sense before December 31. There are a few important factors to consider before making a decision. At a Glance Some years are better than others for a Roth conversion. Your current income picture is
Football is back in full swing and the feeling that comes with each season never gets old. The crisp air and the sound of the crowd always give me a sense that anything is possible. Whether you’re watching the Vikings or the Gophers, each week is a chance for something amazing to happen,
Medicare Open Enrollment begins October 15, and if you’re waiting until then to start thinking about it, you might already be a step behind. The most impactful work happens well before the first plan comparison ever gets made and September is the month to do it. At a Glance Medicare Open Enrollment runs
Joe Lucey is a CERTIFIED FINANCIAL PLANNER™ and a leading expert in retirement planning.
He is the creator of the TaxSmart™ Retirement Program, a program that combines expert income, investment, tax, healthcare, and estate planning so you can retire without sacrificing your lifestyle.
He believes the best retirement plan takes you, your family AND your financial situation into account. The founder of Secured Retirements Financial, a firm specializing in retirement planning, him and his team have helped thousands of people live their dream retirement.
