The Wise Investor Show

On this week’s show: It's Valentine's Day -- Love is in the air. If you like taxable accounts, you'll love Traditional IRAs. If you like Traditional IRAs, you'll love Roth IRAs. If you liked converting money to the Roth last year, you'll LOVE it this year. If your spouse gets more attractive to you every year; Roth IRA Conversions just got more attractive as well. All else being equal, starting with a $0 taxable income, you'll be able to convert more to the Roth this year and pay less in tax to do it. Talk to us so we can see if we can help you figure out the relative attractiveness of Roth IRA conversions, and also help you facilitate the conversation of love and Roth IRA Conversions between you and your spouse. Happy Valentine's Day! To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.