Ramon Vicente Berenguer

Ramon Vicente Berenguer
Displaying 78 results
Rules for Roth IRA conversions 
GUIDES JAN 15, 2024
Rules for Roth IRA conversions 

There are rules to Roth IRA conversions. Know more about them here

How does a Roth conversion ladder work? 
GUIDES JAN 15, 2024
How does a Roth conversion ladder work? 

Is the Roth conversion ladder an ideal early retirement tool? Find out more here

When to convert to a Roth IRA 
GUIDES JAN 10, 2024
When to convert to a Roth IRA 

A Roth IRA conversion is great for retirement planning, but the timing and conditions must be right

What you need to know about backdoor Roth conversions 
GUIDES JAN 10, 2024
What you need to know about backdoor Roth conversions 

How do backdoor Roth conversions work?

Investing for beginners 
GUIDES JAN 09, 2024
Investing for beginners 

Those new to investing can find it daunting. But is it truly as intimidating as it seems?

Best uses of an irrevocable trust 
GUIDES JAN 05, 2024
Best uses of an irrevocable trust 

What are irrevocable trusts good for? Find out here.

What is a Roth IRA? 
GUIDES DEC 13, 2023
What is a Roth IRA? 

The Roth IRA as part of your retirement strategy: is it a good plan?

Smart investing for beginners
GUIDES NOV 29, 2023
Smart investing for beginners

Is your client looking to start investing? Here’s what every new investor should know.

Want to be a fiduciary financial planner?
NEWS OPINION JUN 28, 2021
Want to be a fiduciary financial planner?

There’s a lot of opportunities to get rich as a fiduciary planner. But is it a career worth pursuing?

The 401(k)-HSA savings rule of thumb works, until it doesn't
NEWS INDUSTRY NEWS SEP 26, 2019
The 401(k)-HSA savings rule of thumb works, until it doesn't

Is it better to max out your HSA or 401(k)? Know more in this discussion