About Emily

This author has not yet filled in any details.
So far Emily has created 45 blog entries.

I Bonds

As we've all no doubt noticed, inflation has reared it's [...]

2022-05-05T11:19:04-04:00May 5, 2022|

ROTH IRAs-To Convert or Not?

ROTH IRAs and conversions from Traditional IRAs have been getting a lot of press recently. This discussion has clearly piqued the interest of our clients, as we have received many questions about the process and tax implications. This interest is exacerbated by pending legislation likely to curtail common strategies employed with ROTHs. Here are my thoughts on the current and possible state of ROTHs.

2021-10-22T14:44:05-04:00October 22, 2021|
Go to Top