Should You Consider a Roth Conversion While the Market is Down?
Investors who are hurting right now as the stock market takes a hit may want to console themselves with a possible tax bargain created by a Roth conversion.
Source: kiplinger.com
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How to Improve Your Financial Well-Being, Even in Times of Uncertainty
There is a lot going on, from the receding pandemic to inflation and war. Take these proactive steps to make sure your finances aren't neglected or dictated by…
Source: moneytalksnews.com
Is now a good time for a Roth Conversion?
If planning to do a Roth Conversion, Carl Carlson said the absolute best time to do it is when the value of the investments in the IRA are at their lowest.
Source: wtkr.com
Income tax planning tips for 2022
As the end of the year draws near, our financial resource Carl Carlson, CEO & founder of Carlson Financial, joined us to talk about things we need to be thinking about for 2022.
Source: wtkr.com
Key things to consider when deciding on Roth Conversions
Our financial resource Carl Carlson, CEO & Founder of Carlson Financial, explained what a Roth conversion is, what is the benefit of doing one and how much should be converted.
Source: wtkr.com