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  • About
  • Insurance
    • Home & Property
    • Auto & Motorsports
    • Life Insurance
    • Medicare
    • Business
    • Identity Theft
    • Login to Your Account
  • Financial Services
  • Estate Planning
  • Disability Rep
  • Blog
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  • Quote
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Monthly Archive for: "June, 2020"
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By Bruce Porter
In Unscripted
Posted June 29, 2020

Roth Conversion: Lost job due to Covid, Should I convert my 401k in to a Roth IRA?

A Roth IRA was created in the Taxpayer Relief Act of 1997.  It is named after the sponsoring senator from Delaware, William Roth.  A Roth Conversion is a planning technique to pre-pay tax on your [...]

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 Complementary Booklet: Protect Your Retirement Savings During a Recession 2020
0
By Bruce Porter
In Retirement, Financial Planning, IRA
Posted June 10, 2020

Complementary Booklet: Protect Your Retirement Savings During a Recession 2020

The COVID-19 pandemic is having far-reaching economic consequences for people from all walks of life. From stock market volatility to rising unemployment1 to declining GDP2, economists are [...]

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