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May 2, 2023
Marielle D. Marne CAREFREE – Ever consider a Roth IRA conversion? It’s not the right move for everyone, but Jim Hundman of Hundman Wealth Planning LLC can surely guide you. Unsure what exactly happens in a Roth conversion? Basically, it involves taking some or all of the funds from a traditional IRA and converting it […]
November 2, 2022
CAREFREE – Jim Hundman of Hundman Wealth Planning advises how to “minimize the taxes on your retirement plan, leaving greater assets for wealth transfer, philanthropy, and income.” The problem? The tax burden of accessing the money in your qualified retirement plans (IRA, 401(k), profit sharing plan, etc.). Most folks know, retirement accounts are great for […]
May 5, 2022
Continued business and referrals are appreciated CAREFREE – Jim Hundman, of Hundman Wealth Planning, recently reached his ninth year in his Carefree Pima Norte office (36600 N Pima Rd. Ste. 301) and he appreciates the continued support from his clients. Founded in 1999, Hundman Wealth Planning is family-owned and operated, and they came together because […]