Maximize Your Roth: How to Decide the Right Conversion Amount
Subscribe to Cup of Bull: In this episode of Cup of Bull, Patrick Fontana and Michael Dunham discuss the concept of Roth conversions, emphasizing the importance of strategic tax planning for retirement. They explain how individuals can benefit from converting pre-tax retirement accounts to Roth accounts, particularly around specific life events or income fluctuations. The […]
Retire Well: The Power of a Comprehensive Financial Plan
Subscribe to Cup of Bull: In this episode of Cup of Bull, Patrick Fontana and Michael Dunham discuss the importance of financial independence over traditional retirement, emphasizing the need for a solid financial plan that provides peace of mind. They highlight common mistakes people make as they approach retirement, such as focusing too much on […]
