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Can I Get to My Roth Money If I Need It?

Can I Get to My Roth Money If I Need It?

Can I Get to My Roth Money If I Need It?

What retirees need to know about Roth 401(k)s, after-tax rollovers, and Roth IRAs. "I heard Roth money is tax-free — so I can just take...

John Piershale, CFP®, AEP®

Aug 1, 20253 min read

Tax-Loss Harvesting: Using Losses to Your Advantage

Tax-Loss Harvesting: Using Losses to Your Advantage

Tax-Loss Harvesting: Using Losses to Your Advantage

It's always important to reduce taxes, and one way that may help is a process called tax-loss harvesting. This involves selling...

John Piershale, CFP®, AEP®

Nov 5, 20223 min read

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Piershale Wealth Management, LLC

333 Commerce Dr, Suite 150

Crystal Lake, IL 60014

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PIERSHALE WEALTH MANAGEMENT, LLC.

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