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Author: Bill Schantz

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8 (Really Good) Reasons for a Roth Conversion
business

8 (Really Good) Reasons for a Roth Conversion

ByBill Schantz May 11, 2022May 11, 2022

We all want to maximize our hard-earned retirement savings. The best way to do this is by converting your qualified retirement savings plan to a Roth IRA. And to do it now. Here are a…

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Five Tips to Maximize Your Retirement Savings
business

Five Tips to Maximize Your Retirement Savings

ByBill Schantz May 2, 2022May 4, 2022

There’s no better time than now to explore the potential benefits of converting your retirement savings account to a Roth IRA. Here are five considerations that will help you determine if such a conversion could…

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Getting Started with a Roth IRA
business

Getting Started with a Roth IRA

ByBill Schantz April 13, 2022May 2, 2022

A Roth IRA conversion moves your money from a traditional 401k or IRA account into a Roth IRA account. When you do this, you will need to pay taxes on the money you withdraw from…

Read More Getting Started with a Roth IRAContinue

Work with the best to get the best results
business

Work with the best to get the best results

ByBill Schantz March 23, 2022March 23, 2022

Let’s consider the real meaning of the word “revolutionary,” a word that should be reserved to describe a truly ground-breaking phenomenon. Changing anything that dramatically is rare. We are talking about something that turns the…

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There is no better time to convert to a Roth IRA
business

There is no better time to convert to a Roth IRA

ByBill Schantz March 7, 2022May 2, 2022

As Monday, April 18 quickly approaches – the imminent tax day – you may be considering some wealth management options to help you manage your assets with minimum taxation. If you’re nearing retirement age, or…

Read More There is no better time to convert to a Roth IRAContinue

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© 2023 Mid Atlantic Financial, LLC

856-252-0231
info@mafllc.com

  • About Us
    • Why Mid Atlantic Financial?
    • Mission & Values
    • Meet our CEO
  • Our Brands
    • Senior Settlements
    • Roth Right
    • Select Policy Group
    • Bedrock Capital Group
  • News
    • 8 (Really Good) Reasons for a Roth Conversion
    • Five Tips to Maximize Your Retirement Savings
    • Getting Started with a Roth IRA
    • Work with the best to get the best results
    • There is no better time to convert to a Roth IRA
  • Contact Us
    • Career Opportunities