Roth conversion faq
Dec 07 2019
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Should I Do a Roth Conversion This Year Strategy Guide (2019)

By Lucas Casarez, CFP®

With the end of the tax year approaching for 2019, you may want to consider whether you should do a Roth conversion. A Roth conversion is an underutilized financial planning tool that many individuals and even financial planners overlook! The new tax reform, which effectively lowered the tax burden for many Americans made this strategy even more attractive than in previous years. How do you know if it is the right strategy to implement this…

ESPP Strategy Guide
Feb 01 2019
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Understand Your Employee Stock Purchase Plan (ESPP) Strategy Guide

By Lucas Casarez, CFP®

If your employer offers you an employee stock purchase plan and you are not participating, you may be leaving thousands of dollars on the table. Many people put off enrollment for many reasons, but the biggest is because they do not understand how their employee stock purchase plan works. How about we cure your confusion and give you the information you need to understand your employee stock purchase plan and determine whether you should enroll. Missing…