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Apr 15, 2021

On this episode of My Smart Retirement, Nancy Fleming explains what a Roth IRA conversion is and whether it may be right for you.

Some employers are offering Roth options as part of their 401k options, so some people already have a Roth. One thing to keep in mind is taxes. You need to think strategically about...


Apr 8, 2021

Have you ever regretted something you’ve done in your life? We’re all human, and that means we’ve likely wished things would have been done differently at one time or another.

Today, we thought we’d talk about financial statements people would regret. Thankfully, these are things you won’t hear around our...


Apr 1, 2021

We’re right in the heart of tax season and since it’s top of mind, let’s talk about some of the most common tax obligations you’ll have from investing.

There are many different ways that the IRS will take a cut of your income, but that doesn’t mean investing shouldn’t be a key piece of your planning. The key...