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Recent Blog Posts

We make personal finance easy to understand

Low Cost Index Funds Are Also Tax Efficient

Posted by Bill LaChance on Apr 20, 2016

I am a big fan of investing in low cost index mutual funds instead of more expensive actively managed funds. An index fund simply owns all the stocks or bonds in a particular index (S&P 500, Russell 3000, etc.), whereas an actively managed fund has a fund manager...

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Using Roth Conversions to Lower Your Long-Term Tax Rate

Posted by Bill LaChance on Feb 26, 2016

If you expect your tax rate this year to be less than what it will be after you are 70½, consider a Roth IRA conversion. You will pay income tax on the funds you convert from a traditional IRA, but it will be at a lower rate than when withdrawals are made later...

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The Value of Integrating Tax and Financial Planning Services

Posted by Bill LaChance on Jan 12, 2016

When I first set up my financial planning practice two years ago, I decided to obtain the Enrolled Agent designation from the IRS so that I could offer tax preparation services as a value add for my financial planning clients. What I have come to realize over these...

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