Library

Margaret Jeffries, CFP®

Wealth Management Consultant

Financial Planning » Is Now the Time to Convert a Traditional IRA to a Roth IRA?

May 18, 2020 | Planning for Retirement

Traditional and Roth IRAs are two powerful tax-advantaged savings vehicles. The primary difference between the two is that qualified contributions to a Traditional IRA are deducted from taxable income the year made and included in taxable income when withdrawn. On the other hand, Roth …

James Esposito

Qualified Plans Consultant

Library » Profit Sharing Allocation Methods - The Better Part of Discretion

May 13, 2020 | Retirement Plans

Most Profit Sharing/401(k) Plan sponsors have the basic understanding that the plan contributions must not discriminate in favor of the owners and other highly paid participants over non-owners and non-highly paid participants. Many business owners interpret this to mean “I can’t contribute more …

Financial Planning » Your Financial Planning Questions, Answered

April 30, 2020 | Financial Planning

A sudden downturn in the markets usually gets individuals and families thinking about their personal finances. At a time like this, it’s important to make sure your financial plan is still in a place to succeed, no matter how long the volatility may last. Below, we’ve outlined some of the most …


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