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IRA

Articles

Market Down? Make Lemonade With Lemons

Gabe Fransen | July 6, 2022 Being invested in the stock market brings risk and volatility to your portfolio of assets. They say the higher the risk, the higher the reward over long periods of time, but when we are in a period of market decline, it can sometimes be Read more…

By Gabe Fransen, 1 month1 month ago
Articles

Strategies for Tax Liability Mitigation in Retirement

Gabe Fransen | June 3, 2022 As you move from your working years to your post working years, the transition can be complicated. Instead of income coming into the household and investments being added to, it’s now time to take distributions from those retirement accounts for your income needs. With Read more…

By Gabe Fransen, 2 months1 month ago
Articles

Risk Tolerance Vs Risk Capacity

Mark Triplett | September 2, 2021 If you’ve ever worked for an employer who offered a workplace retirement plan, like a 401(k), you have probably completed a risk tolerance questionnaire at some point in your life. While most working adults are maybe at least somewhat familiar with a risk tolerance Read more…

By Gabe Fransen, 11 months11 months ago
Articles

When is a good time to convert from an IRA to a Roth?

Mark Triplett | November 4, 2020 An attendee at one of our recent workshops asked us a question about Roth Conversions. Specifically, she asked “when is a good time to convert to a Roth IRA?” In short, the final two months of the year are typically when we really start Read more…

By Gabe Fransen, 1 year10 months ago
Strategic Financial Group
9040 Quaday Ave NE, Suite 205 Otsego, MN 55330

Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered investment adviser. 763-241-8197