Six Reasons You Might Want to Do Roth Conversions
Over dinner friends of yours mention how they’ve recently started taking the money in their traditional IRA and moving or “converting” it into a Roth
This is a good first step as you develop
your plan for federal retirement.
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retirement topics for federal employees.
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For Federal Employees
Over dinner friends of yours mention how they’ve recently started taking the money in their traditional IRA and moving or “converting” it into a Roth
The Secure Act 2.0 is now law in the U.S. This new legislation has features that many deem to be positive. But the rules pertaining
That buzz in the air—it’s not a problem with your hearing. It’s people talking about a new feature for TSPs called the “TSP Mutual
Your next chapter shouldn’t feel like a big mystery. And it shouldn’t be a source of anxiety or dread.
You need a financial advisor team you can trust… and a plan that leads to a meaningful future. Imagine using your wealth in a way that aligns with your deepest values and makes life better for others. Imagine how great it would feel to finish well.
Sound good? Then stop imagining and take the practical first step toward a meaningful future.
Working together, we’ll tailor a plan that reflects your deepest beliefs and biggest hopes. Then we’ll implement that plan, carefully monitoring it, and making necessary corrections along the way.
You’ll navigate retirement with the confidence that you have enough. Even better, you’ll have a clear purpose and be positioned to invest in the causes that matter most to you.
In unpredictable times and with constantly changing laws, converting retirement savings into regular retirement income can be confusing. Instead, be confident knowing what assets you need.
Most people fret about retirement. As a fiduciary financial advisor, our clients enjoy peace-of-mind knowing they’ll have the assets they need for the next chapter of life.
The best retirement isn’t “from” work. It’s “to” new challenges! We help our clients strategize ways to invest their resources in the things that matter most.
Advisory services offered through Christy Capital Management, Inc., a Registered Investment Advisor.
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Download our “How Much Do I Need to Retire?” Guide to help determine whether you have enough.