Tag: roth-ira
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Large Roth IRA conversion upfront, and why it doesn’t make sense.
Once in a while I enjoy being a total spreadsheet nerd. Perhaps more often than I like to admit. Recently a client has asked me to do some very large Roth conversions for his IRA. He showed me this website which ran various scenarios on all his accounts. To my surprise, the more he converts…
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One of the best things you can do for your children – putting money to work for them as early as possible.
Who doesn’t want to set up their children for financial security later in life and in retirement? Think about the peace of mind it would give them, and what it enables them to accomplish in life. Parents nowadays work way too hard for their children, but oftentimes miss one of the best things they can…
Open Door Investment Advisors, Inc. 