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Is It Time To Make A Roth IRA Conversion?

by Kevin Kroskey, CFP, MBA Recently the stock market has taken a sharp decline. The depressed prices make it a great time to consider converting some of your tax-deferred assets in your IRA or similar retirement plans into a tax-free … Continue reading

Tax-Efficient Investing with Asset Location Strategies

Most investors do not pay nearly enough attention to the tax efficiency of their investment plans. This unnecessarily increases taxes paid and causes a significant tax-drag on investment portfolios. Minimizing taxes on investment assets can be effectively managed to produce … Continue reading

Should Investors Favor High Dividend-Paying Stocks?

By Kevin Kroskey, CFP, MBA Dividend investing is a decades-old idea that many investors continue to follow today. Many think: the higher the dividend and the longer the company has been paying, the better. This idea causes investors to reach … Continue reading

Does Your Investment Performance Measure Up?

by Kevin Kroskey, CFP, MBA Investors usually define successful investment performance when investments increase in value and failure when investments decline in value. While this simple definition is useful on a very high level, it fails to measure a percentage … Continue reading

Creating and Maximizing Safe Retirement Income

by Kevin Kroskey, CFP, MBA In past articles I discussed problems with bond mutual funds and the benefits individual bonds can provide to investors. Last month I discussed why I believe the municipal bond market fears are overblown and how … Continue reading