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How to Plan for Retirement in a Gig Economy

By Cristina Wiebelt-Smith, CPA, Associate Wealth Advisor “Gig economy” is a fairly new term that refers to short-term, flexible jobs for freelancers and independent contractors instead of traditional, full-time employees.
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In the News

In the News

3 Roth Conversion Traps To Avoid After The SECURE Act

Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.
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Newsletters

Newsletters

Areas of Focus for End-of-Year Tax Planning

Many people have the idea that tax planning is only about paying less money right now, and that’s not the case. Tax planning is about paying less money over time. There are many avenues to do that. As we’re nearing the end of 2021, it’s prime time to get your finances in order for the …
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