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Finances & Lifestyle
Roth Conversions
Converting a traditional IRA to a Roth IRA means transferring securities from the traditional IRA to the Roth, paying ordinary income tax on the value of the securities transferred, and resulting in a tax-free pot of money that will grow completely tax-free, even into future generations.
Podcast: The important, dirty details of the stimulus package for small businesses
I'm back and talking to Josh Kerns about the four programs available to business owners during COVID-19.
Podcast: Putting out the fire – short term strategies for saving your business and bankroll
During COVID-19 some businesses are struggling! Where to look for financial help and how to evaluate your emergency options. I spoke with Aaron Blank, CEO of The Fearey Group & Josh Kerns.
The Money Formula Every Homeowner Should Know
There is a lot involved with homeownership, from maintenance to mortgages. Our homes are often the most significant asset we have. Adding another formula to your awareness as a homeowner has significant benefits: The Cost Basis Formula. Cost Basis =...