December 8, 2022
Historic Inflation Creates Opportunity to Save on a Roth Conversion
If you’re a JJ Burns & Company client or a regular reader of this blog, you probably already know I’m a big fan of looking... more
June 3, 2020
Why Now Is a Great Time for Roth IRA Conversions
Living through this pandemic is certainly putting things in perspective. Our health and our loved ones have never felt more important as we reevaluate what... more
March 10, 2013
Which Type of IRA Do You Prefer?
There are two basic types of IRAs for retirement savers: the traditional IRA that has been around for decades and the Roth IRA, a more... more
July 9, 2012
Should You Consolidate Your IRAs?
Everyone’s financial situation is different, but people at various stages of life often share similar concerns. Here’s a question from a client we encountered under... more