Long Term Investing 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

Seeing the Forest for the Trees

Hillel2019-08-20T21:36:46+00:00

Every so often, when reviewing the approved investments in the HK Financial Model Portfolios, I like to take a big step back to see if there have been major changes in the investment universe that require a rethinking and makeover of our investment approach. I liken this to the expression - Seeing the Forest for [...]

Seeing the Forest for the TreesHillel2019-08-20T21:36:46+00:00