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Tag: roth ira

Mailbag: Should You Contribute To A Roth?

Posted on September 22, 2021 by Walter Storholt

We have another mailbag edition of the show! This time around we discuss where to get money to start a business, RMD rules, and considerations for contributing to a Roth IRA. […]

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Is Right Now The Ideal Time For A Roth Conversion?

Posted on November 25, 2020 by Walter Storholt

Happy Thanksgiving to all of our listeners! We are so thankful to each of you who tune into the podcasts regularly. Your feedback and input is invaluable. On this episode, Barbara and Phil will assess the country’s debt and tax situation as we wrap up 2020 and discuss why right now, before the end of the calendar year, might be the best time to do a Roth conversion. Make sure to listen to this episode right away in case you need to take action before Dec 31st. […]

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