Roth Conversions: Are They Right for Your Retirement Plan?

Discover the pros and cons of Roth conversions and determine if this retirement strategy aligns with your financial goals.

Retirement PlanningParkshore Wealth ManagementJuly 15, 2024Traditional IRA, Roth IRA, Roth Conversion, Medicare, RMD, Required Minimum Distribution, Tax-Free

Down Markets: How Do You Take Advantage of Their Opportunities?

Here are five strategies to help you take advantage of market drops.

Investment ManagementParkshore Wealth ManagementAugust 1, 2022Rebalancing, Tax Loss Harvesting, Roth Conversion, RMD, Required Minimum Distribution, Selling, Buy Low

Down Market? Consider a Roth Conversion

There is a potential silver lining to market drops: the Roth conversion. Read this article to find out how one could benefit you.

Investment ManagementParkshore Wealth ManagementJuly 1, 2022Down Market, Market Drop, Roth Conversion, Roth IRA, Traditional IRA

Year-End Tax Planning Strategies for 2020

This wild year of 2020 is almost to a close. Before you say goodbye, consider these year-end tax planning strategies to help increase your tax savings.

Tax PlanningParkshore Wealth ManagementNovember 12, 2020Estate Planning, Estate Tax, Roth Conversion, IRA, 401(k), CARES Act, Charitable Giving