If you have meaningful balances in a Traditional IRA, a 401(k), or another pre-tax retirement account, you’ve probably heard about Roth conversions. This post explains what a conversion is, what it can and cannot do, and the questions worth working through before deciding whether one fits your situation. What a Roth Conversion Is A Roth conversion moves money…
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Explore timely insights and strategic perspectives from Third Stanza Group
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Roth Conversions: What They Do, When They Tend to Make Sense, and What to Weigh
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The Health Savings Account: A Strategic Tool Often Overlooked
If you are covered by a high-deductible health plan, you likely have access to one of the most tax-efficient savings vehicles available in the U.S. tax code. Yet despite their advantages, Health Savings Accounts remain underutilized and misunderstood by many investors who could benefit most from them. The fundamental appeal of an HSA is straightforward. It is a triple tax advantaged account:…
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