Skip to main content
menu
  • Home
  • Client Services
  • About
    • Financial Planning As A Treasure Hunt?
    • What Sets You Apart?
    • How Often Do You Find Mistakes?
    • Is Financial Planning Just About Investing?
    • What Makes FPH's Approach Unique?
  • Pricing
  • FPH Blog
  • Media
    • JR's Two Cents Podcast
    • FPH in the News
    • Published Content
  • Client Portal
    • eMoney
    • NFS/Fidelity
    • Charles Schwab
    • Documents Guru
    • Password Guru

Roth Conversion Advice is Easy to Find. Sound Advice Not So Much.

Roth Conversion Advice is Easy to Find. Sound Advice Not So Much.

John Robinson | Dec 13, 2024
Categories
Tax Planning
Roth IRA Conversions

Two IRS Rules that Could Torpedo Your Tax Planning

READ MORE

Blog Topics

  • Portfolio Management and Investing
  • Risk Management and Insurance
  • Estate Planning
  • Tax Planning
  • IRAs and Qualified Retirement Plans
  • Retirement Spending
  • Retirement Saving
  • College Saving
  • Comprehensive Financial Planning
  • Social Security
  • Art, Antiques, and Collectibles
  • Hawaii

Recent Posts

Track Your Saving and Spending With eMoney’s Budgeting Software

Categories
Retirement Saving
Retirement Spending
Dec 13, 2024

529 Rollovers: Think Twice Before Getting Your Advice from Tik Tok

Categories
Investment Accounts
Dec 13, 2024

Roth Conversion Advice is Easy to Find. Sound Advice Not So Much.

Categories
Tax Planning
Roth IRA Conversions
Dec 13, 2024

Office

677 Ala Moana Boulevard Suite 605
Honolulu HI 96813

Contact Info

P: 808-450-3615
F: 808-466-4052
info@fphawaii.com

              

Get in Touch

Investopedia Top 100 Disclosure - Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Financial Advisor is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Financial Advisor by any of its clients. Please visit the following link to find out more information on how Investopedia determines this list: https://www.investopedia.com/financial-advisor/celebrating-most-influent...

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA / SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). Financial Planning Hawaii and JWC/ JWCA are unaffiliated entities.

Registered Representatives of J.W. Cole Financial, whose identities and associations with Financial Planning Hawaii, which are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here. By following the link, you consent to receipt of the Form CRS electronically.

*This link is owned and operated by a third party. This link is provided for your information and convenience only and is not an endorsement by JWC/JWCA or Financial Planning Hawaii​ of the content of such linked websites or third parties. JWC/JWCA and Financial Planning Hawaii​ have no control over the contents of any linked website and is not responsible for this website or its content or availability.

 

© 2025 Financial Planning Hawaii All rights reserved.