A man pointing straight out with a money bag labeled tax over his head to showcase the expiration of tax law TCJA.

The TCJA Expiration

With 2024 halfway gone, it is a good time to remind you of the potential tax changes coming at the start of 2026 with the expiration of the Tax Cuts and Jobs Act (TCJA).  The Tax…

By Jacob LaRue
July 4, 2024

4 Min Read
Photograph of three stacks of coins next to a piggy bank to illustrate the ways to save money by utilizing a Roth conversion.

Why Should I Consider a Roth Conversion?

A Roth conversion is a financial strategy that involves moving funds from a Traditional IRA or a qualified retirement plan, such as a 401(k), to a Roth IRA. This conversion has several potential benefits, making it…

By Jacob LaRue
September 14, 2023

3 Min Read