HALCYON PROFESSIONAL ADVISORS, LLC

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Retirement Savings: Traditional, Roth, or Both?

How does a traditional or Roth structure affect your IRA or employer-sponsored retirement plan? And what do their differences mean for older workers?
HOT TOPIC: The SECURE Act and Your Retirement Savings

A discussion of the important provisions in the SECURE Act that could affect retirement, tax, and estate planning strategies.
Keeping Cool: Investment Strategy vs. Reaction

This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
Consider a Roth Conversion for Tax-Free Income

Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.

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