Constantine J Kitrinos, CPFA4 days ago4 minFinancial Model BlogNew Rules! A Guide to Converting Your 529 Plan to a Roth IRASpare change is a beautiful thing, but this is a different type of change. The SECURE 2.0 Act, enacted in December 2022, brought exciting...
Constantine J Kitrinos, CPFAApr 305 minFinancial Model BlogHolding On or Letting Go: Lessons from the Ageless Family Christmas Tree (and Your Investment Portfolio)If you were to visit my house sometime soon you might think it's still December. Never mind the gray skies, cold weather and bear trees....
Constantine J Kitrinos, CPFAApr 44 minFinancial Model BlogYou can run but you can't hideTen days left to file or extend. The tax man will find you It's funny how fast April 15th sneaks up on us. The tax deadline looms like a...
Constantine J Kitrinos, CPFAMar 54 minFinancial Model BlogTraditional vs. Roth IRA Tax & More Choosing the Right Tax-Driven Retirement Savings Vehicle Planning for retirement is crucial, and Individual Retirement Accounts (IRAs)...