Stonewood Financial | Roth Done Right

Recent Articles

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...