Is there ever a situation where we would recommend NOT filling the tax-free bucket? Here is a hypothetical scenario in which we show how Roth conversions do NOT
Read More
Meet Bob & Jane Smith - a hypothetical couple that shows compelling numbers FOR doing Roth conversions. The names are fake, but the numbers are REAL.
Read More
We LOVE to talk about "Tax Buckets"... so what are they!? Primer of things to come...
Read More
What exactly ARE taxes and why do we pay them!?
Read More
