by Innovate Wealth | Oct 11, 2018 | Budgeting, Financial Planning, Retirement, Taxes |
Good financial planning can save you money. A lot of money. This example shows a simple Roth conversion strategy for a person entering retirement that can shift a large percentage of money from taxable to non-taxable. Most people don’t understand this subtle yet...
by Innovate Wealth | Dec 15, 2017 | Financial Planning, Investments, Taxes |
The Holidays are a great time to step back and reflect, the break from our normal routine creates much needed head-clearing time. It’s also a time to pause to take inventory on our lives, to clean up our household and knock out some things that, let’s...
