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When Should I Take Social Security?

Deciding when to take Social Security benefits is unique because of the way the benefits may be taxed. There is a formula that the IRS requires Social Security recipients to use to determine if any of their benefits are subject…

Should I Make a Roth IRA Conversion?

Have you wondered if a Roth IRA Conversion will save you more in taxes? 2020 has offered a unique opportunity for some taxpayers to capitalize by making a Roth conversion. This is because the CARES Act allowed for a required…

Retirement: What’s your magic number?

A few years ago there was a popular commercial about retirement. The ad featured people walking around town with their “number” over their heads.  The number reflected how much they needed to save in order to retire.  The commercial was…

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