Blog
Category: Tax Planning
Charitable Giving
Any time you convert a traditional retirement savings account into a Roth, you will owe taxes on any pre-taxed amounts converted. Depending on the amount … Read more
Year End Planning: Roth Conversions
What exactly is a Roth conversion? A Roth conversion occurs when you take savings from a Traditional IRA or employer-sponsored retirement plan — such as … Read more
Top Year-End Investment Tips
Just what you need, right? One more time-consuming task to be taken care of between now and the end of the year. But taking a … Read more
Paying for College – Should You Use Your IRA Funds?
It’s back to school time and the costs for college are quickly mounting. Where is the money going to come from? Many times individuals look … Read more
The Potential Costs of IRA Mistakes
So you think you don’t need/can’t afford an advisor? Have you considered the potential costs of making IRA mistakes? Even seemingly simple transactions are subject … Read more
HSA: A ‘Retirement’ Account You May Not Know About
An HSA combines features of all the various tax-advantaged retirement accounts available. If used correctly, money can go in tax-free, can potentially grow tax-free and … Read more
Oliver Kollofski Featured Article – Ed Slott’s IRA Advisor Newsletter
As a member of Ed Slott’s Elite IRA Advisor Group – Our team is exposed to high level education and resources from the greatest IRA Experts … Read more
Three Things to Consider When it comes to Retirement Planning and Taxes
Taxes aren’t fun but they are a part of life and getting to that dream life and dream retirement. Here are a few simple things … Read more
Avoid These Costly Mistakes at Death
It’s not exactly a fun thing to think about, but death is an absolute inevitability. When that time comes or more aptly, sometime before that … Read more