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Does It Make Sense to Convert Your IRA to a Roth IRA?

In Articles, Investments by Mitchell Grushen

By Mitchell Grushen Client Advisor Associate   Converting your IRA to a Roth IRA is a tax planning strategy that may provide significant tax savings down the road. Hopefully by the end of this article, we have explained the components that go into the conversion process well enough to help you determine whether this strategy could be right for you. …

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Improve Your Relationship with Money by Answering These 5 Questions

In Articles, Redefining Wealth by Mission Wealth

Many people have a complicated relationship with money. Hang-ups carried over from childhood experiences get mixed together with positive and negative experiences from adulthood. Few people ever take the time to reflect on what money really means to them and how they can “get right” with money to make smarter decisions. Take time to answer these 5 questions and you’ll do a better job of living your best life possible with the money you have.

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Spotlight on the Team: Pete Woodring

In Articles, Firm Announcements by Mission Wealth

Mission Wealth’s Spotlight on the Team for April is Client Advisor, Pete Woodring. Before joining the Mission Wealth team in 2019, Pete developed a strong portfolio management foundation at US Trust, and deep planning expertise while he partnered with his father at Cypress Partners. In this interview, read about Pete’s love for Sun Valley, Idaho, his knowledge of behavioral finance and his passion for sustainability.

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Tricia Fahnoe Honored in Top 50 Women in Business 2019

In Articles, Firm Announcements by Mission Wealth

Mission Wealth congratulates Partner and Client Advisor, Tricia Fahnoe, on her recognition in the Pacific Coast Business Times as an outstanding female business leader. For the last fourteen years, the PCBT has recognized the top women in business who have had unique successes in the central coast. These executives play a key role in women’s organizations or large nonprofits.

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Get Your “House” in Order Before You Retire

In Articles, Redefining Wealth by Mission Wealth

Once the kids are moved out, it’s just you, your spouse, and whatever is still boxed up in extra bedrooms and the basement. Whether you’re looking for joy or just a little less space and stuff to manage, you might be thinking about decluttering and “downsizing” into a smaller home before you retire.