ESTATE PLANNING

LEARN MORE WITH THE CONVERSE TEAM

We’re here with resources for the most talked about financial planning topics. Click a link below to check out recent Converse Team news, relevant industry articles and helpful planning videos.

RESOURCES

Social Security Webinar

We explore Social Security topics including claiming strategies, the correlation between taxes and Social Security, and basics of Medicare.

Long-Term Care Insurance

Mike Converse explains how long-term care insurance can ease retirement worries, protecting your future and providing peace of mind.

Choosing Your Beneficiaries

Learn how to choose beneficiaries wisely to ensure your assets are passed on as intended and avoid common mistakes in the process.

What Is a Backdoor Roth IRA?

Learn how a Backdoor Roth IRA lets high-income earners bypass limits to enjoy Roth IRA tax benefits with this simple strategy.

Health Savings Account (HSAs)

Adam Eilert explains HSAs, their tax benefits, and how they help save for medical expenses now and in retirement, highlighting key features.

Estate Planning Basics

Delaying 401(k) RMD's with the Still Working Exception

Retirement Planning Options for Stay at Home Spouses

Maxing Out vs. Maxing Out

What is a Legacy of a Donor Advised Fund?

Consolidating Your Qualified Accounts

Gifting of Appreciated Assets

Charitable Giving - Like a Boss

WE ARE HERE FOR YOU

If you are looking for an independent, trustworthy financial advisor, look no further than The Converse Team. Call us today to speak with an advisor. We’d be happy to set up a time to talk and send you on the right path to achieving your goals.