Why do a Roth IRA Conversion?

December 15, 2023     

A Roth conversion is the process of repositioning your assets from a Traditional IRA to a Roth IRA. It is a unique and exciting retirement savings opportunity! The purpose of the conversion would be to shift your assets into a Roth IRA which has the optimal tax-favored status. So why would you consider such a Read More

Schenley Year-End Tax Strategies

December 4, 2023     

As we are quickly approaching the end of the year, we should all be thinking of actions we can take before year-end to reduce our taxes. For many of us, this is not a fun topic to think about. We thought it would be helpful to remind you of a couple of tax tips you Read More