15Sep

Here are 3 things to consider before making a Roth conversion

Prapass Pulsub | Moment | Getty ImagesAs year-end approaches, some investors may be weighing a Roth individual retirement account conversion to save on future taxes. But there are several things to consider first, experts say.The strategy transfers your pretax or non-deductible IRA funds to a Roth IRA, which kick-starts...

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15Sep

529 college savings plans had a major sticking point, until now

To be sure, 529 college savings plans already had a lot going for them.Now, thanks to "Secure 2.0," a slew of measures affecting retirement savers, they're about to be even more attractive.Starting in 2024, savers can roll unused money from 529 plans over to Roth individual retirement accounts free of income tax or tax...

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15Sep

Women, let’s talk about money

Blackcat | E+ | Getty Images"I'm not a math person." "I'm not a numbers person." "I'm bad with money."Sound familiar?No, we're not recording you at home. As a wealth advisor, I hear statements like this all the time from women, regardless of their age.In fact, one of the most...

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15Sep

Women are more likely to face these financial curveballs in retirement

Halfpoint Images | Moment | Getty ImagesMany women already feel they are behind when it comes to being financially prepared for retirement.There's another risk they have to watch for: disruptive curveballs life throws at them that may put them off track, according to recent research from financial services firm...

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