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Day: June 13, 2018

Take Advantage of Today’s Tax Rates with the Mini-Roth Conversion

In today’s blog post and video, we break down the correct way to take advantage of Roth conversions using today’s tax rates. In our last video on Roth’s we talked about how doing large Roth conversions can be a disaster as it can severely increase your taxes. Today we wanted to talk about when it […]

Annuity Case Study and What to Look Out for…

In today’s blog post and video, we break down how annuities can be abused by agents not held to a fiduciary standard. If you’ve ever wondered if you should be buying annuities on a regular basis then this video is for you. If there is one thing that we see all the time it’s annuities […]

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