Welcome to My New Blog

  • Weird Name for a Financial Blog

    August 1, 2019 by

    When I decided to start a blog, it wasn’t the idea of writing that was most daunting to me.  It was the idea of naming the blog that almost gave me hives.  If you know me personally, you know that creativity, in this vein, isn’t a strong suit of mine.  Fortunately, I managed to come… Read more

  • How to Use The Mega Backdoor Roth Strategy

    August 12, 2020 by

    The Mega Backdoor Roth is a common planning strategy for high income earners looking to allocate money to Roth accounts. In most cases, their income exceeds the contribution threshold, which disqualifies them from making Roth IRA contributions. High-income earners can circumvent the income limitations by utilizing the Backdoor Roth strategy. While the backdoor Roth gets… Read more

  • 3 Reasons to Consider a Roth Conversion

    August 5, 2020 by

    Since marginal tax rates are at a historical low, Roth conversions are all the hype right now. Many investors are doing their research to decide if they should jump on the conversion train. If you’re in this group or are just learning about the strategy, here are three reasons to consider a Roth conversion. You… Read more

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