Written by FireSky Financial about various personal finance topics.

Should You Consider a ROTH Conversion?

Most people have the largest part of their investments for retirement in qualified plans (tax deductible at contribution and tax deferred until withdrawn).  These plans (IRA’s, TSA’s, 401(k)’s) are generally…
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How Long Should I Keep This?

I am frequently asked by clients how long they should keep their documents. The answer depends on the type of document and the purpose for keeping it. The Internal Revenue…
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Is This the Year to do a ROTH?

Uncertain times often present opportunities as well as challenges. Tax and financial planning strategies should be revisited any time our situation changes considerably. One thing to consider is whether it…
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