Sep 29, 2020 | Finance, White Papers
Letting history be a guide. On the brink of the first presidential debate and roughly a month before November 3, we’re sure you have questions about the upcoming election and the impact it will have on the financial markets. While it is nearly impossible to predict...
Jun 15, 2020 | White Papers
Considering a Roth Conversion. What is a Roth IRA? A Roth IRA is an individual retirement account that is funded with after-tax dollars, so the contributions are not tax-deductible, but once you start withdrawing funds, the money is tax-free provided certain...
