Articles
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