Articles
Monte Carlo Simulation
Hi, this is Dave Zaegel. Let’s talk about Monte Carlo Simulations. You may be wondering what in the world is a Monte Carlo Simulation? What does it have to do with anything business or finance related? Well, Monte Carlo Simulations sounds fancy, and in some ways it is, but really when you break it down
Roth IRA Conversions
Hi this is Dave Zaegel. Today, let’s talk about Roth IRA conversions and how they can be tremendously beneficial to you for long-term planning. First, what the heck’s a Roth IRA conversion? Most people have no idea what I’m even talking about when I say Roth IRA conversion. What it is, is taking money from
College Planning
Hi, this is Dave Zaegel. Let’s talk a little college planning today. I was recently talking with a gentleman about his college planning. And he made the comment slash question, he said, hey, there’s really no silver bullet then to college planning, is there? I said, oh absolutely not. There’s definitely no one silver bullet
Charitable Contribution from IRA RMD
Hi, this is Dave Zaegel. I wanted to send a quick note about charitable contributions and a particular strategy that can be helpful. As I’m shooting this video, it’s shortly after Thanksgiving and we’re coming up on the other holidays of the season. So, this is a time of the year that is particularly focused