At SPS, we utilize a team of outside specialists to handle the needs of our clients when required. Richard Myerson is the owner of The Myerson Agency – a boutique wealth and estate-planning agency. We’ve asked Richard to write a short piece on retirement planning. Planning for retirement means … [Read more...]
A Good Time to Consider a Roth IRA Conversion
For those of you with traditional IRAs, this may be a good time to consider rolling over all or part of your IRA assets into a Roth IRA. Of course, this is a decision we would like to help you with, and it is something many of our clients should consider due to some important rule changes. The most … [Read more...]
