About Me

Investment Adviser Representative at Cambridge Investment Research Advisors, Inc., a $94B RIA based in Fairfield, IA. I am also registered with Cambridge Investment Research, Inc., a broker-dealer with over 3,000 Registered Representatives nationwide.

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Taxes

Tax cuts and tax policy play an essential role in your wealth management and retirement planning decisions. Tax laws and changes also can have an impact on the economy and interest rates.

Is the Economy Getting Better?

The Pros and Cons of Roth IRA Conversions

Why go Roth? There is an assumption behind every Roth IRA conversion – a belief that income tax rates will be higher in future years than they are today. If you think that will happen, then you may be compelled to go Roth. After all, once you are age 59½ and have owned a Roth IRA for five years (i.e., once five full years have passed since the conversion), withdrawals from the IRA are tax-free.

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Public School Employees Deferral Catch-up Options

403b Plan Advisors Massachusetts

For the past 26 years, I’ve had the pleasure of providing financial advice to educators as their financial advisor for their 403b plans. During this time, I have accumulated a reservoir of knowledge on your retirement system, the social security offset/windfall elimination, 403b plans, and other financial issues specific to educators

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