Blog – Retirement Planning – Page 3 – Planning with Purpose

Blog – Retirement Planning

May 7, 2020

Asset Allocation & Diversification

Most are aware of the volatility in the stock and bond markets these days. It is a roller coaster of ups and downs. I often compare stocks to a good old fashion adult wooden roller coaster. The track goes up and down on the coaster, just like stock values go up and down. On a […]

April 30, 2020

Roth Conversions

Roth conversions are a means of paying the taxes on retirement accounts that are currently tax-deferred. Tax-deferred means I am not paying taxes now and I will have to pay taxes in the future. Roth conversions allow you to pay taxes based on the value of the account today. In the future, the account will […]

April 23, 2020

Roth versus Pre-tax and Traditional Contributions

Those of you who already work with Planning with Purpose understand that we are huge proponents of Roth accounts. Do you really understand the reasons why?

April 16, 2020

Taxable, Tax Deferred, Tax-Free: What is the Difference?

We often hear questions and see confusion regarding the terms taxable, tax deferred and tax-free.

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There is no guarantee that these investment strategies will work under all market conditions. Each investor should evaluate their ability to invest on a long-term basis, especially during periods of downturns in the market.