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Hello,

This month, our newsletter explores the following topics:

•  How the Fed’s interest rate hike affects you
• Why is Roth IRA conversion a tax winner?
• Why you need to update your will now
• The seven deadly sins of home selling today
• How twelve retirement income types get taxed
• Eight money tips for seniors suffering from inflation

With so many changes in the economy, this may be a good time for a review. If
we can help you with your finances, please contact us.

Sincerely,

David and Jonathan Mosenson
President and Vice President

The Federal Reserve Hiked Interest Rates To
Combat Inflation: Here’s What That Means For You

The Federal Reserve recently raised interest rates by three-quarters of a
percentage point, the most aggressive hike since 1994. What does this mean for
you? Read More >

A Roth IRA Conversion Can Be A Big Tax Win When
Retirement Portfolio Loses Value

Transferring funds from a traditional IRA or 401(k) plan into a Roth account can
be beneficial over the long term because the assets grow tax-free in a Roth
account. But you’ll pay ordinary income tax on the amount converted. Here are
three things to consider before making the move the next time a volatile market
makes your retirement plan go down. Read More >

Why You Need To Update Your Will Now

Changes in tax law and in your personal life may mean that your will needs to be
updated. Here are the easiest (and smartest) ways to do it. Read More >

Too Greedy, Lazy, Envious: The 7 Deadly Sins Of
Home Selling Today

Many of the habits home sellers have become accustomed to in a hot seller’s
market could be downright deadly for a home sale today. Here is a list of home
seller sins to keep your most maleficent misdeeds in check. Read More >

How 12 Types Of Retirement Income Get Taxed

When you’re planning for retirement, it’s fun to contemplate all the travel and
rounds of golf ahead of you, but don’t forget to factor in taxes. Read More >

8 Money Tips For Seniors Suffering From Inflation

This year has been an especially tough one for seniors on fixed incomes. To stay
on track, try these eight financial survival tips. Read More >