Presented by Lucas Group Financial Advisors |
Since the Tax Cuts and Jobs Act lowered the marginal tax bracket for many Americans, Roth Conversions have become very popular. Now, in 2022, we're facing a bear market in addition to historically low tax rates. Depending on your personal situation, these factors might make it an ideal time to convert some of your pre-tax retirement savings into Roth dollars.
Presented by Lucas Group Financial Advisors |
During the pandemic, the real estate market changed drastically. Home prices in particular increased drastically, but the quick increase in interest rates in 2022 have led to yet more shifts in the market. We spoke with some local experts to determine what’s going on with the real estate market now, and what they see for the near future.
Presented by Lucas Group Financial Advisors |
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There's more to preparing for retirement than just saving. Here's what to consider.
Presented by Lucas Group Financial Advisors |
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You've probably heard the stock market compared to a roller coaster, with its ups and downs. Although the stock market has historically gone up more than it as gone down, it can be difficult to remember that when it's swinging wildly day-to-day. How should you cope with the changes, both emotionally and investment-wise?
The tax code, with all of its hundreds of pages of regulations, stipulations, and loopholes always leave something be learned. Not only is the U.S. Internal Revenue Code massive, different write-offs and deductions occur at different stages in life, so it's unsurprising if you don't know the details of the IRA (Individual Retirement Account) Qualified Charitable Distribution.
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Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.