Photograph of three stacks of coins next to a piggy bank to illustrate the ways to save money by utilizing a Roth conversion.

    Why Should I Consider a Roth Conversion?

    A Roth conversion is a financial strategy that involves moving funds from a Traditional IRA or a qualified retirement plan, such as a 401(k), to a Roth IRA. This conversion has several potential benefits, making it…

    By Jacob LaRue
    September 14, 2023

    2 Min Read
    Black and white photograph of a hand holding up a black graduation cap to illustrate how important 529 plans can be.

    What Are 529 Plans?

    A 529 plan is a specialized savings account designed to help individuals and families save for higher education expenses. Named after Section 529 of the Internal Revenue Code, these plans offer tax advantages and flexibility for…

    By Jacob LaRue
    September 7, 2023

    2 Min Read