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Flow Financial Planning, LLC
  • Home
  • About
    • About
    • Flow in the Media
    • FAQs
  • What We Do
  • Blog
  • Contact
  • Schedule a 15-min intro call
  • Home
  • About
    • About
    • Flow in the Media
    • FAQs
  • What We Do
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  • Contact
  • Schedule a 15-min intro call
Schedule a Consultation

Tag: minimizing taxes

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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.

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Do Your Taxes Make You Feel Bad?

I’m doing my taxes now, and I am just so DONE. I don’t know if I’m doing them right or leaving money on the table. It just makes me realize that I don’t understand my finances as well as I want to.Continue reading

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