Aaron Leatherwood

Recent Posts

What to Know About Medicare Part B Premiums

There are many things to look forward to as you contemplate the next chapter of your life, the chapter after full-time work: travel, family, leisure, more purposeful work. However, in all of my years offering advice and guidance, I have never heard of planning for Medicare as one of them. But with proper planning, you can avoid unnecessary surprises, and hopefully save money on Medicare B premiums.  
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When to Consider Converting to a Roth IRA

on August 19, 2019 |By Aaron Leatherwood | Planning
Here's the big picture - converting traditional IRAs to Roth IRAs is a strategy that can preserve wealth through tax efficiency. Traditional IRAs are funded with pre-tax dollars and grow tax-deferred. Generally, when you withdraw funds, they are taxed at ordinary tax rates. Roth IRAs work just the opposite. They are funded with after-tax dollars and grow tax-deferred. Generally, when you withdraw funds, they are tax-free.  
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