Insights
Plan Basics
Pieces filed under Plan Basics, newest first.
Tax Planning
Are Roth Conversions Right for You?
The IRS has three ways to process a Roth conversion: a rollover from a traditional IRA in the form of a check that is deposited into a Roth IRA, a trustee-to-trustee transfer which transfers money from a traditional IRA at one institution to a Roth IRA at another institution…
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Estate Planning
Reviewing Your Beneficiary Designations
By: Sean T. Lamanna, CFP ® , Financial Advisor Three areas continually change over the years: your balance sheet, family dynamics, and the law. That is why reviewing your estate plan on an annual basis is integral to maintaining a desired outcome. Although all three of these…
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