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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 13 min read

2024 Year End Tax Ideas

2024 Year End Tax Ideas

2024 Year End Tax Ideas

As we approach the end of the year, it's time to review tax strategies that could benefit your financial situation. While not an...

John Piershale, CFP®, AEP®

Oct 14, 20243 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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