Search Results for: roth conversion
Roth conversions: When (and why) they make sense
Roth IRAs can be a great tool when it comes to both tax strategy and income planning in retirement. This article explores why we might make that recommendation by answering a few key questions.
Tax Prep versus Tax Planning
For many Americans, the thought of taxes goes hand in hand with mild anxiety. That anxiety can lead people to lump everything tax related into one bucket
Planning for RMDs in 2023
At Quorum, we want our clients to understand all of the potential sources of income they’ll have available in retirement. This often opens discussions about required minimum distributions (RMDs) and the role they play in a retiree’s income strategy.
Annual Financial Checklist
Use this checklist once a year to help evaluate how your life, priorities, and finances may have shifted. We can use your answers as a jumping off point in our next meeting.
Checklist: What to do after a layoff
If you recently lost your job, it’s normal to feel stressed and confused. But we want to help ensure that stress doesn’t extend to your finances. This checklist can help you keep track of some of the high-level decisions you’ll likely need to make following a layoff.
Checklist: Changing jobs
This checklist can help you keep track of some of the high-level decisions you likely need to make when changing jobs. In addition to reviewing what you might want to consider in this checklist, we can also meet to discuss whether any changes to your overall plan may be necessary.
