Investment Advice Archives - 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. [...]

Roth IRA Conversions in Covid-19 eraHillel2020-12-01T00:33:15+00:00

Welcome to 2020

Hillel2020-02-04T20:58:53+00:00

As a child growing up in Cape Town, South Africa, and even after arriving in the USA as an 18-year-old in 1978, I often wondered what the world and my life would be like in the far-off year of 2020. There seemed to be such a magical quality to that number twenty twenty. Optometrically speaking, 2020 vision [...]

Welcome to 2020Hillel2020-02-04T20:58:53+00:00

A Tale of Two Quarters

Hillel2019-04-27T18:41:19+00:00

It was the Best of Times, and Worst of Times In our last newsletter we referred to the opening sentence of A Tale of Two Cities, a historical novel by Charles Dickens - "It Was The Best of Times and The Worst of Times" because we thought it aptly applied at that time. A Tale [...]

A Tale of Two QuartersHillel2019-04-27T18:41:19+00:00

Attention-Grabbing Headlines (and Other Hollow Promises)

Hillel2018-12-13T19:29:01+00:00

Attention-grabbing headlines are useless without valuable content. At HK Financial, we guide each person individually to provide sound financial planning unique to their individual situation. Read more about our approach.

Attention-Grabbing Headlines (and Other Hollow Promises)Hillel2018-12-13T19:29:01+00:00