December 2024

December 15, 2024

Published by Brad Horn on December 15, 2024

The Path for Roth IRA Conversions

Roth IRA Conversions Introduction Roth IRA conversions are a powerful tool for tax and retirement planning. A Roth IRA conversion is a financial strategy that allows individuals to move funds from a standard retirement account, such as a Traditional IRA or 401(k), into a Roth IRA. The conversion can have […]

December 3, 2024

Published by Brad Horn on December 3, 2024

Download – Important Numbers 2025

2025 Important Planning Numbers Download There are lots of important numbers that we work with in financial, tax, and retirement planning. At the same time, there are many core numbers our clients ask us about and need to keep in mind. In some cases, those numbers change each year. Other […]

December 3, 2024

Published by Brad Horn on December 3, 2024

November 2024 Returns and Asset Performance

Major Asset Classes November 2024 Performance Comparison Introduction November returns for the S&P 500 index (+5.7%) were the strongest of the year, benefiting from a post-election rally. Government tax reform, deregulation, and improvements in government efficiencies launched the S&P 600 Small Cap index (+11.1%), while the 20Y+ Government Bond (+2.0%) […]