Eric MartinMay 12, 20223 min readThinking About a Roth Conversion? Beware of the Pro-rata Rule.Having money in a Roth IRA can be very beneficial. After all, no one ever complains about being able to draw out tax-free money. Getting...
Nicholas RossolilloMay 3, 20221 min readInflation, the Fed's Interest Rates, and the Stock MarketConversation with Mark Evans, CSU Bakersfield Economic Professor Emeritus. Topics include: --Inflation is at 40 year highs. How did we...
Nicholas RossolilloApr 4, 20222 min readMarch 2022 Market Updates Round-UpA selection of articles from March 2022 explaining key business trends.