August 2020 - HK Financial | Fee Only Financial Planning

Roth IRA Conversions in Covid-19 era

Hillel2020-12-01T00:33:15+00:00

What is a Roth IRA Conversion and Why Consider it Now? A Roth Conversion is a taxable distribution from an IRA. Proceeds are then contributed to a tax deferred Roth IRA. If taxes are paid using funds outside of the IRA, the full amount of the Roth IRA will grow tax deferred. A Roth IRA is attractive because there is no tax due on distributions at retirement. Please see the following video about the Roth IRA conversion opportunity. [...]

2020 – What A Year!

2020-08-07T22:05:38+00:00

Looking at 2020 in the Distance When I was a youngster growing up in Cape Town in the 70’s, I would try to imagine what the year 2020 would bring. I wondered where I’d be and what my life would be like. It seemed so far in the future. However, the symmetry of the year [...]