Month: September 2023

Managing Finances in a Couple When One of You Has Way More Wealth

Are you in a relationship where you have far more wealth than your partner or spouse (or perhaps vice versa)? It can make it hard to figure out how to live your life together, can’t it?

Roth Conversions Can Save You A Lot in Taxes Over Your Life. What’s the Best Way to Do Them?

Block Woman surveys three pastel colored buckets: blue, red and green. The green bucket is balanced on top of the red bucket and is tilted against Block Woman.

A Roth conversion can potentially save you a lot of money over your lifetime. It is a long-term (years or decades-long) strategy, to be sure. It is one that is usually talked about in the context of retirees.

minimizing taxes Roth Conversion tax optimization tax planning tax strategy

Month: September 2023

Managing Finances in a Couple When One of You Has Way More Wealth

Roth Conversions Can Save You A Lot in Taxes Over Your Life. What’s the Best Way to Do Them?

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