The expansion of prices in the housing market combined with record-low interest rates means that families across the country are growing their net worth simply by being homeowners. As of July 2021, housing prices have increased 18% year over year.1 [Read more…]
Investing in Alternatives: A Spotlight on Collectibles
Investing in Alternatives: A Spotlight on Collectibles
If given the opportunity, would you consider adding a dinosaur fossil to your investment portfolio? What about a prototype of the first Nike shoe released back in 1972? [Read more…]
Roths as a Retirement Strategy: Locking the Backdoor?
Roths as a Retirement Strategy: Locking the Backdoor?
Roths as a Retirement Strategy: Locking the Backdoor?
Roth conversions have become an essential part of the retirement toolkit. They allow investors with retirement savings in a Traditional plan to pay the taxes they deferred when they contributed and then have tax-free growth and more flexibility in income planning throughout retirement. Unlike investing in a Roth directly, there are currently no income limits. [Read more…]
