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FINANCIAL LITERACY

Hear from founder and president, Tim Doehrmann.

Reducing Taxes Using Roth IRA Conversions Thumbnail

Reducing Taxes Using Roth IRA Conversions

This episode of Retire Your Way Radio covers how to use Roth IRAs for tax planning. This includes how to reduce your lifetime tax liability by using Roth IRA conversions, how to get more money into a Roth IRA using the “backdoor Roth” method, and how you can use a Roth IRA for college savings.

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Is the Standard 60/40 Investment Portfolio Dead? - Episode 10 Thumbnail

Is the Standard 60/40 Investment Portfolio Dead? - Episode 10

The investment landscape has greatly changed since the 1980s. Economic and societal change along with longer life expectancies are leading to recommendations of a greater allocation to equities if the client's risk tolerance will allow for it. This week I summarize a recent MarketWatch.com article about Bank of America's announcement regarding the end of the 60/40 portfolio.

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