Roth conversions involve transferring funds from a traditional IRA to a Roth IRA, offering potential tax and retirement planning benefits. We want to outline the considerations of strategic Roth conversions, focusing on managing conversions to stay within your current federal income tax bracket, based on 2025 tax rules. Consult a […]
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Gabe Fransen | September 15, 2025 We believe that retirement planning extends beyond accumulating savings. When regular paychecks stop, retirees may face challenges such as generating income, managing taxes, protecting assets, and addressing health and family needs. Many strategic retirees rely on informed decisions rather than guesswork to navigate their […]
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Gabe Fransen | April 22, 2025 As financial advisors, We believe a clear financial plan can help anchor a family’s future, not chasing wealth or making bold predictions, rather making thoughtful choices that align with your goals. We think of it as a roadmap, guiding families through life’s changes while […]
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Gabe Fransen | March 19, 2025 As financial advisors, we help clients navigate retirement savings options: 401(k)s, 403(b)s, IRAs, Roth IRA’s and/or brokerage accounts. Each path offers unique considerations, and we’re here to help clarify what might work best for our clients. Empower, which is one of the largest 401k […]
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Gabe Fransen | January 21, 2025 As we work with clients and prospective clients to help solidify retirement plans, we have some topics that come up where we believe couples and individuals have been misled or at least misunderstand some areas that could lead to making suboptimal financial decisions. With […]
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Gabe Fransen | December 20, 2024 As we come to the end of another year where you may be excited about the growth of your investments, we should be cognizant that with the benefits of growth in taxable accounts, there may be tax implications. As investment advisors, we look to […]
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Gabe Fransen | November 20, 2024 The Social Security Administration has announced that Social Security and Supplemental Security Income (SSI) will increase 2.5% in 2025. The increase in benefits amount will begin in January of 2025. It has also been announced that the earning limit for workers who are younger […]
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