CategoriesFinancial Planning, Financial QB TV Videos, Roth IRA, The Stock Market by

Why COVID-19 is the Perfect Time For a Roth Conversion

 

These are uncertain times. People are getting laid off, the stock market has taken a hit, and and there are a lot of unanswered questions.

But this is also the perfect opportunity to get your retirement plan in order. In fact, there are many reasons that doing a Roth conversion is a great decision. And even better? It’s not hard to do.

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CategoriesFinancial QB TV Videos, Investor Behavior by

Surfing Normal Uncertainty

On the way to my sons’ school I have to cross over a very long bridge over a pretty large lake. One really can’t ignore the lake because its pretty large and it is also a very shallow lake and full of alligators. Its always cool to go over the bridge and count how many gators are on top of the water.

Some days the water is perfectly flat all the way across. Not even a ripple. The next day the water is really rough. Without even having to give it a second thought, our mind is aware that both, either flat or rough, is totally normal. Read More