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When Does a Roth Conversion Make Sense? Ep. 10 (Video)

When Does a Roth Conversion Make Sense? Ep. 10 (Video)

  With a traditional IRA, you may qualify for a tax deduction when you invest your money. But later, when you take the money out in retirement, all those distributions are taxed. The Roth IRA is the opposite. It has no deduction when you put the money in, but...
How Can You Plan for Long Term Care?  Ep. 11 (Video)

How Can You Plan for Long Term Care? Ep. 11 (Video)

  Statistics say there is a seventy percent chance that you or your spouse will experience a need for long-term care! Long-term care includes a range of services and supports you may need to meet your personal care needs. Most long-term care is not medical care,...