Search Results for: roth
Roth IRA Conversion Strategy: How to Potentially Minimize Taxes and Maximize Returns
Roth IRA Conversion Strategy: How to Potentially Minimize Taxes and Maximize Returns
How to Potentially Retire a Millionaire with a Roth IRA
How to Potentially Retire a Millionaire with a Roth IRA
The Key Differences Between a Traditional and Roth TSP
The Key Differences Between a Traditional and Roth TSP
Roth Conversions: Is Now The Time?
Roth conversions – is now the right time? Find out if the current market is the right timing for a Roth conversion.
Rachel BrothmanOperations Assistant
Rachel started at Diversified in 2021 as an operations support team member. She brings with her a wealth of information due to her many roles in the banking industry and previous operations positions. Prior to her banking career she has had many creative interests including years of wedding photography experience, seamstress and historical costuming, quilting, […]
Mega Backdoor Roth: One Mega Strategy
You’ve maxed out your 401(k), now what? As clients prepare for retirement, they often look for smart ways to save additional money. There are plenty of options for those dollars after you hit your limits. But, the question remains: are there any that allow for tax favored savings?
Roth IRA Conversions: The Single Greatest Legacy Gift You Can Give!
Most Americans dread knowing that the government is eagerly waiting for all those tax dollars you’ve been avoiding for decades. So the question is: how can you minimize taxes paid to the government for you,and your family’s, lifetime, while maximizing retirement income?