In March 2022, the Federal Reserve began aggressively raising interest rates, a trend that lasted until mid-2023. Rates reached a high-water mark of 5.25% to 5.5%. In late 2024, the rates began to ...

Segment 1: Brad Henderson, CEO, P33, joins John Williams to talk about why he’s excited about Chicago’s tech landscape in 2026. Segment 3: Mitch Lyons, founder of Mitch Lyons Wealth, joins John to ...

The primary factor in a Roth IRA conversion decision is the difference between the tax rate at conversion and the future tax rate at distribution. Tax-free growth in a Roth IRA is a significant ...

Roth IRAs allow your money to grow tax-free and aren't subject to required minimum distributions (RMDs). Traditional IRAs are preferable when tax rates are lower in retirement than they were during ...

Feeling overwhelmed understanding Roth IRA vs Brokerage account retirement savings tax tradeoffs? You’ve done the hard work of earning a great income, and you’re committed to saving for a comfortable ...