Roth Conversion

year-end tax planning

2022 Year-End Tax Planning Webinar

By Samantha Masey | November 30, 2022

Listen to the tax planning team at Bouchey Financial Group as they give their 2022 year-end tax planning recommendations. Join us for a discussion on: Gifting Strategies Maximizing Retirement Contributions Investment Strategies the Inflation Reduction Act of 2022 the SECURE Act 2.0 & Inherited IRA Rules

Roth conversion

Is a Roth IRA Conversion Right for You?

By Samantha Masey | October 4, 2022

What are the factors you must determine when deciding on a Roth conversion? Written by: Ryan Bouchey, CFP®, CPA Like many personal finance decisions, there are typically “gray” areas when choosing between two options. We can forecast many scenarios in any planning engagement, but as we all know, life can throw plenty of curveballs. Because…

3 Reasons Why You Should Consider a Roth Conversion

By Samantha Masey | October 25, 2021

Written by: Nicole Gobel, CPA – Wealth Advisor & Tax Planner As seen in The Saratogian At least twice a week, I have a client who asks me whether a Roth conversion is something they should consider in their financial planning. This is also a topic that I often bring up in conversations with clients. …