Author page: Joe D. Franklin, CFP®

Thank You Veterans!

Thank You Veterans!

On November 11th, Americans gather to honor the men and women who have served to protect this nation’s freedom. Today, we want to remember and honor those who served and sacrificed so much and the families who have lost a brother, son, uncle, aunt, daughter, cousin, sister, mother, and father. With the conclusion of the War in Afghanistan at the…

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U.S. Government Looking to Ban Individuals from Using the “Back Door”

A few years ago around tax time we received a call from a concerned client regarding his projected tax bill. He was quite confused when he relayed to us that his tax-preparer explained an unexpected tax liability was due to previous year’s Roth IRA conversions. We were surprised to hear this as the conversions in question came from non-deductible IRA contributions . Through…

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