Should You Convert To Roth IRA?

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Offered by: Magi McEntire, LPL Financial Advisor – Worth Wealth Management The Roth IRA is a powerful tax-favored retirement option since it can offer a hedge against future tax-rate increases. But beyond tax planning considerations, Roth IRAs have several important advantages over traditional IRAs: Unlike a traditional IRA, a Roth IRA distribution is tax-free if… Read more »

Keep Your Head In The Game: Avoiding Mental Errors When You Invest

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Offered by: Magi McEntire, LPL Financial Advisor – Worth Wealth Management In the sports world, a mental error can cost your team the big game. When you are investing, a mental error can put your retirement portfolio at risk. Mistakes often result from letting misconceptions and emotions affect your decisions. Successful investing generally requires logic… Read more »

401(k) Decisions – You Can Take It With You

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Offered by: T. Lloyd Worth – Worth Wealth Management If you are preparing to change jobs, do you know what your choices are for managing the money in your current employer’s retirement plan? Although many people choose to take a cash distribution, there are other options that may benefit you more. Uncle Sam Loves Cash… Read more »

Women: A Financial Plan Could Be The Secret Of Your Success

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The gender wage gap, longer life expectancies, and potential retirement funding shortfalls are just a few of the factors that underscore women’s need to plan ahead. Offered by: Magi McEntire, LPL Financial Advisor – Worth Wealth Management Financial planning is more than just a good idea. Research has consistently shown that people who have financial… Read more »

How Will You Pay for Long-Term Care?

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Offered by: T. Lloyd Worth, Worth Wealth Management There is a good possibility that you or your spouse will eventually require some form of long-term care (LTC). According to the Centers for Medicare & Medicaid Services, at least 70% of people aged 65 or older will require some form of long-term care services and support… Read more »

5 Retirement Concerns Too Often Overlooked

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Baby boomers entering their “second acts” should think about these matters. Offered by T. Lloyd Worth, Worth Financial Partners Retirement is undeniably a major life and financial transition. Even so, baby boomers can run the risk of growing nonchalant about some of the financial challenges that retirement poses, for not all are immediately obvious. In… Read more »

Tax Changes Around the Home

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How the Tax Cuts & Jobs Act impacted three popular deductions. Offered by T. Lloyd Worth, Worth Financial Partners Three recent tax law changes impact homeowners and home-based businesses. They may affect your federal income taxes this year. The SALT deduction now has a $10,000 yearly limit. You can now only deduct up to $10,000… Read more »