conversions


Roth IRA Conversion: Does It Make Sense For You?

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Each new tax year could provide a great opportunity to convert funds from a traditional IRA to a Roth IRA, but the decision can involve many moving parts and should be evaluated carefully.

Why It's a Great Time to Convert Your Traditional IRA

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Market corrections are an excellent time to consider converting traditional IRAs to Roth IRAs. A   

Want to Retire Early? Consider the Benefits to Converting Your IRA Assets to a Roth IRA Before Drawing Social Security

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Be aware of this window of opportunity and all the specifics.

The Trifecta in Roth IRAs

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Improve your odds of achieving financial independence by investigating these strategies now.

Three Ways to Invest in a Roth IRA

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How do you get money into this valuable retirement tool?

Inheriting a Roth IRA

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Roth IRA beneficiaries need to become informed about their options.

9 Ways to Beat the Medicare Surtax – Part 3

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This week we conclude our series on minimizing the new 2013 taxes on upper income   

New Benefits of the Roth 401(k)

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An important new tool.

New Roth IRA Rules for 2013

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Guess who’s getting a raise in 2013!

Taxes are Going UP!

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Take advantage of today’s opportunities.

Roth Conversions are a Great and Flexible Tax Planning Tool

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This year may be the last chance to take advantage of the relatively low tax by executing a Roth conversion.

You’ve worked hard to save for retirement. How can you turn your wealth into an income that’s designed to last your lifetime?

Now that retirement is a reality, or will be soon, you probably have questions. Here on our website, you can find generalized advice, but don’t you deserve advice tailored just to you?

Clint Krushinsky is here to help you get answers. Simply call him at 717-560-3800 or 1-888-876-3437. He’ll answer your questions and help you get to know us. If we are a potential fit for each other, Clint can arrange for up to two hours of initial consultation with no cost or obligation and no sales pitch.

2025 Lititz Pike, Lancaster, PA 17601
Phone: 717-560-3800, Toll-Free: 888-876-3437