Eric MartinMay 12, 20223 minThinking 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...
Eric MartinNov 19, 20212 min2022 Retirement Contribution Limits and Income LimitsIt'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...
Eric MartinOct 13, 20214 minUse Your HSA for More Than Just a Health Savings AccountUtilizing every avenue that is available to capitalize on tax savings is always on people's minds (at least during tax filing season) and...
Eric MartinSep 29, 20213 minDon't Leave Free Money on the TableSaving 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....