Stonewood Financial | Roth Done Right

Recent Articles

Tax Risk, Financial Advisor Marketing Tools, Advisor Training, Roth Done Right

If you’ve followed our newsletter for a while, you know I write often about Roth Conversions. Advisors always want to...

Practice Transformation, Financial Advisor Marketing Tools, Advisor Training, Roth Done Right

Many advisors are working with clients to consider Roth Conversions. And usually, the main driver of those discussions...

Practice Transformation, Financial Advisor Marketing Tools, Advisor Training, Roth Done Right

Is there a "right" way to approach Roth conversions? Here at Stonewood, the answer is “yes” - and we’ve developed the...

Advisor Advice, Tax Risk, Advisor Training, Roth Done Right

If your clients are like most American savers, they’ve used tax-deferred accounts to save for retirement. And if...

Advisor Advice, Tax Risk, Advisor Training, Roth Done Right

Roth conversions are gaining in popularity, and with the debate over extending the Tax Cuts & Jobs Act in full swing in...