November 2016

Roth Conversions

Your Guide to Roth IRA Conversions

by Sophia Bera November 23, 2016

If you’ve been reading my blog for awhile, you’re one of my clients, or you took my course, Smart & Easy Retirement Planning for Millennials, you know I talk about Roth IRAs a lot. With a Roth, you contribute up to $5,500 post-tax dollars per year, hopefully it grows for a few decades, and then […]

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Open enrollment

How Do I Choose My Company Benefits During Open Enrollment?

by Sophia Bera November 16, 2016

We’re eyeballs deep in helping our clients choose their company benefits at Gen Y Planning right now! Why? Because this is one of the ways we save our clients the most money: by revamping their company benefits. Maybe you chose your company benefits a few years ago and haven’t looked at them in awhile. Well, […]

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