Blog

IRA

An IRA Showdown: Traditional v. Roth

So, you want to start saving more for your retirement, but you’re not sure what type of IRA to start – traditional or Roth. Here’s the skinny on how they are alike and how they are different so you can decide which is right for you. IRA stands for Individual Retirement Account. That means only […]

What to Know About ROTH IRA Conversions

You’ve probably heard friends, family, or financial advisors talk about ROTH IRA conversion strategies. “Back door” conversions are always a hot topic at tax time, too. Ever wondered what it all means? Here’s a quick 5-minute overview from our friend and financial advisor, Michael Gluski of Ameriprise, on Roth IRA Conversions. (In a later blog post, […]

8 Smart & Sexy Things to Do With Your Refund

Smart is sexy. So, how sexy are you? If you’re smart enough to spend your tax refund wisely and boost your financial status, then you’re pretty darn sexy! According to the IRS, the average 2014 tax refund was $3,034. So what are the smartest things to do with that sweet tax refund? Here are eight […]