Thinking 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...
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Eric Martin
Nov 19, 20212 min read
2022 Retirement Contribution Limits and Income Limits
It's hard to believe it's almost 2022. Yet here we are. To help prepare for another year's decisions, and in particular our financial...
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Eric Martin
Oct 13, 20214 min read
Use Your HSA for More Than Just a Health Savings Account
Utilizing every avenue that is available to capitalize on tax savings is always on people's minds (at least during tax filing season) and...
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Eric Martin
Sep 29, 20213 min read
Don't Leave Free Money on the Table
Saving money can be a hard habit to start. We all want to save more, but the cost of living these days can make it difficult to be sure....
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Eric Martin
Sep 2, 20213 min read
How to Put Your Money in a Roth IRA Through the "Backdoor"
If you make too much money to contribute to a Roth IRA directly, there are still ways to move money into a Roth through a strategy called...
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Eric Martin
Aug 18, 20213 min read
No Earned Income? Here's How Some May Still Contribute to an IRA.
In the last year and a half, many have stopped working due to the pandemic. Some families have had one spouse stay home with the kids due...
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Eric Martin
Jul 21, 20213 min read
Dollar-Cost Averaging. A Great Long-Term Strategy.
Investing in the stock market can be stressful. Some investors constantly worry about a market "crash." When the market does fall, some...
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Eric Martin
Jul 14, 20213 min read
40 Years Old With Little To No Retirement Savings. Is It Too Late to Start?
According to the Federal Reserve Survey of Consumer Finances, the average 40 to 44 year old has $101,899.22 in retirement savings, but...
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Nick Rossolillo
Jan 27, 20217 min read
Concinnus Financial Annual Investor Letter And 5 Investment Trends For 2021
2020… goodbye and good riddance. To those of you that have been directly affected by COVID-19 -- from getting sick to losing work -- our...
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Eric Martin
Jan 6, 20213 min read
Is Your Distribution From Your Retirement Plan Taxable? Yes...But For 2020 Maybe Not.
Unfortunately this last year has caused many hardships and frustrations for many people. Some have had their hours at work severely...
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Eric Martin
Dec 8, 20203 min read
Tax-Loss Harvesting
As this crazy and unforgettable year comes to a close, it's time to start thinking about ways to save on the 2020 tax bill. As was...
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Eric Martin
Nov 25, 20203 min read
The Potential Tax Savings From Maxing Out A Traditional IRA
When tax time rolls around, one of the most asked questions we get is: "What can I do to pay less in taxes?" At the time of actual tax...
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Eric Martin
Nov 18, 20203 min read
What Is $6,000 Invested In An Ira In January 2020 Worth Now?
Investors have seen some major swings in their account balances over the course of 2020. Now that the year is coming to an end, let's...
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Eric Martin
Jul 29, 20203 min read
Start Paying Off Debt Now
There seems to be a major trend in the U.S. where Americans are racking up more and more debt. According to the Federal Reserve for the...
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Eric Martin
Jul 21, 20202 min read
A Few Things To Keep In Mind When Investing
Whether someone has been a long-time investor or is just getting started, there are a number of rules to reflect on that can help create...
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Eric Martin
Jun 16, 20202 min read
Roth IRA
Roth IRAS Who doesn’t love tax free money? That’s right, legal tax free money. Is that even possible? It sure is with a Roth IRA...
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Eric Martin
Jun 15, 20202 min read
Traditional IRA
The Traditional IRA Everyone wants to save for retirement, but the hard part of saving for long-term goals is getting started. But even...
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