Investing

Roth IRA Conversions

Roth IRAs are powerful savings vehicles that allow us to contribute after-tax dollars that grow tax-free and are withdrawn tax-free. There are no required minimum distributions during the original account owner’s life, which provides a lot of flexibility and tax efficiency if managed properly. Among traditional IRA account holders, the question of whether to convert …

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Investing

The Stock Market Bogeyman

You may or may not hear pundits discussing valuation levels of the stock market or other assets. The conversation ebbs and flows but isn’t ever too far from the center stage. Valuation is not the same as price. Price is what you pay for something while valuation puts the price into a context to allow …

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