It’s good to give back. Check out this guide to helps you identify opportunities and model outcomes in order to optimize the impact of your charitable gifts.

Converting a portion of an IRA to a Roth IRA is a complex process that involves many moving parts. To help make the analysis easier, this flowchart addresses common issues that you’ll encounter when doing a Roth conversion.

There’s a lot to consider with Roth conversions – especially with the current market condition and changes due to the SECURE Act!

You may rely on Medicare plans for their health care coverage and have enrolled in Original Medicare or Medicare Advantage, and likely have prescription drug coverage as well. For current beneficiaries of all of these plans (Medicare A, B, C, and D), October 15 marks the beginning of the open enrollment period, during which changes in coverage may be made.

This quick reference guide covers the most important annual limits as well as figures that are commonly referred to during the year.