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    Top 3 Things to Ask Your Financial Professional During Financial Literacy Month

    Apr

    19

    April is National Financial Literacy Month and a perfect time to increase your financial literacy, while establishing and maintaining healthy money and finance habits. One way you can become financially savvy is by getting advice from financial professionals. According ...

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  • IRA BLOG

    Roth Conversion, Pro-Rata Rule, and Rollovers: Today’s Q&A Mailbag

    Apr

    19

    Question: I was curious if a Roth conversion of post-tax money from an IRA is subject to the pro rata rules if the IRA owner also owns a SIMPLE IRA?  Is the SIMPLE excluded from the calculation? Thanks Joseph Answer: Joseph: The pro-rata rule looks at the balance...

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