This article details the what was in (and NOT in) the Inflation Reduction Act (IRA)? Read more here:

Five demographics who should consider a Roth IRA Conversion: Recent retirees, individuals in poor health with a looming estate tax bill, families who plan to leave a legacy to heirs, business owners with abnormally low taxable income for one year, and anyone who wants to limit their lifetime tax bill

Welcome to Perkins Wealth Advantage. This website launch has been a fun and exciting process, and I'm happy to share the final product. Read why I decided to start my own advisory firm.