by sfawealth
As the year winds down, it’s time to think about your financial “housekeeping” tasks—especially tax planning. A popular, strategic approach is the Roth conversion, which allows you to convert some or all of your traditional IRA funds into a Roth IRA. A Roth conversion...
by sfawealth
As you embark on your retirement journey, there are crucial financial considerations to address, with healthcare coverage topping the list. In a recent GoBanking Rates article titled “First Year of Retirement: 7 Money Moves You Absolutely Must Make,”...
by sfawealth
Entering retirement is a significant milestone in life but comes with concerns, particularly the fear of outliving one’s assets. A financial professional at SFA Wealth Management, Larry Roby, recently shared valuable insights in an interview with WTVF Channel 5....