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Roth conversion is optimal by filling up lower Federal income tax brackets. The trick for Federal income tax efficiency is to determine how much and when with financial planning and cash flow analysis by visiting www.401Kyle.com.

If this pandemic has taught us anything about investing, it’s that some people aren’t comfortable with risk in volatile markets. Determining your risk tolerance is a key step in helping your financial advisor develop an effective investment strategy for you.

2020 has brought changes for all of us-how we live, how we shop, how we worship and how we work. After a spring and summer of working from my home office, I can better serve my clients by moving and permanently working from home. You can continue to expect me to listen carefully to you, assess your needs and help you develop a plan.

I can’t promise anything with investing, but I believe in the future. I don’t have a crystal ball. These are still uncertain times, and, as with anything, there are always risks with investing. But I believe that hope is the present enjoyment of a future promise - and I have that hope!

It's important to try and live a balanced life, and the same goes for your investments. Find out how to do this on today's blog.