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Galleon Wealth Management

Retirement Planning Optimization: ROTH, Traditional, or Both?

Tax season is here and you can still contribute for 2021, but you may be wondering where to pay your dues. When it comes to IRAs, you have two main types to choose from – Roth and traditional. Making that choice - and knowing when and how much you can contribute - isn't always [...]

Retirement Planning Optimization: ROTH, Traditional, or Both?2023-12-25T05:54:28-05:00

IRA Tax Optimization

Recently, many of my clients have come to me with questions about converting to a Roth IRA. Moving money from a traditional IRA to a Roth IRA (often referred to as the “pay taxes now or later” debate) presents some complications. It's also irreversible, so it's understandable that many investors struggle to make the [...]

IRA Tax Optimization2023-12-25T05:59:08-05:00

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