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Financial Dynamics & Associates
Isaac Wright, president of Financial Dynamics & Associates, is a financial adviser and licensed insurance professional with a focus on retirement planning and asset preservation for families and retirees. He has assisted families and retirees in reaching their financial, retirement and estate planning goals for more than 15 years. Using an education-based approach to planning, he is a frequent, sought-after public speaker on retirement, estate and long-term care concerns. He is the author of Navigate Your Way to a Secure Retirement.
With the new tax law in place, there are several reasons why converting from a traditional IRA to a Roth could make sense for you now. But here are five critical points you need to keep in mind.
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Required minimum distributions can be a tax minefield if you’re not prepared for them. Here are some basics anyone with a traditional IRA or 401(k) should know.
More important than determining your investment strategy, outlining your post-retirement expenses can help ensure your money lasts a lifetime.
Make a plan to protect yourself mentally and financially, regardless of who becomes our next president.