Roth IRA

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…

Bouchey Financial Group

Saving for the Next Generation

By Samantha Masey | April 4, 2022

Written by: Harmony Wagner, CFP® Welcoming a new child into the world is an exciting time for parents, grandparents, friends and family. As we guide clients through many different phases and transitions of life, we often provide counsel to people who are interested in transferring wealth to the next generation. My husband and I just…

Bouchey Financial Group

‘Twas the Last Month of the Year and Tax Planning Is Here

By Samantha Masey | December 8, 2021

Written by: Jennifer D. Foley, CPA – Wealth Advisor & Tax Planner As the end of the year approaches and is filled with holiday distractions it is important not to forget year-end tax planning. In this article, I have provided some tips to help reduce your tax bill and potential changes to pay attention to…

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. …