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Financial Planning

A Sad Day

I read Newsday and some other newspapers on my phone every day.  It’s a Long Island, NY paper if you’re not familiar.  Yesterday I opened the app to the headline page.  One of them  said “Tree cutter dies after fall”.  It’s not the kind of story I will usually open or read but for some reason I did.  I glanced at the story an

Bah Humbug From Uncle Sam

It’s traditional to give gifts in this holiday season.  Uncle Sam however just took a few away.

Timing Is Everything

Conventional wisdom says that it’s best to wait until retirement to convert a traditional IRA into a Roth IRA, which allows money to grow tax free.  The theory is based on the belief that most people will have lower incomes and be in lower (certainly not higher) tax brackets.  And that much is usually true.

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