Social Security Webinar
We explore Social Security topics including claiming strategies, the correlation between taxes and Social Security, and basics of Medicare.
Inflation
Keating & Associates President, Ryan Mann, talks with Wealth Manager, Mike Converse, about inflation's impact on your savings & spending.
Safe Harbor
Brandon Converse explains the essentials of Safe Harbor 401(k) plans, Non-Elective Contribution, Qualified Auto Arrangement, and Basic Match
Rule of 55
Mike Converse explains the Rule of 55, enabling 55+ individuals to withdraw 401(k) funds penalty-free after leaving their job.
FSA Dependent Care
Mike Converse explains Dependent Care FSAs, helping employees use pre-tax dollars for childcare, adult care, and other eligible expenses.
Secure Act 2.0: 3 & 5 Year Credits
Brandon Converse highlights SECURE Act 2.0 tax credits, aiding small businesses in setting up retirement plans and supporting employees'.
FSA vs HSA
Discover the differences between FSAs and HSAs, including contribution limits, tax benefits, and which option suits your needs best.
Retirement Plan After-Tax Contributions
Learn how after-tax contributions and in-plan 401(k) conversions can supercharge your retirement savings beyond standard limits.
Secure 2.0 Act: 529 to Roth Conversion
Brandon Converse explains the new 529 to Roth IRA conversion under Secure 2.0, offering flexibility and tax benefits for unused 529 funds.
Adulting 102: Purchasing a Home
Unsure about buying a home? Learn to decide between renting or buying and assess your financial readiness to take the leap!
Adulting 101: Budgeting, Savings, Loans, and Credit Scores
Adulting 101: Master budgeting, saving, loans, and credit scores with practical tips to build a strong financial foundation for your future!
Annuities, Pensions, and State Plans
Annuities, Pensions, and State Plans - The Converse Team
Long-Term Care Insurance
Mike Converse explains how long-term care insurance can ease retirement worries, protecting your future and providing peace of mind.
Pre-Tax or Roth?
Learn the key differences between pre-tax and Roth IRAs, their tax benefits, and how to choose the best option for your retirement strategy.
Choosing Your Beneficiaries
Learn how to choose beneficiaries wisely to ensure your assets are passed on as intended and avoid common mistakes in the process.
Cash Balance Plans
Explore Cash Balance Plans, a retirement option blending pension features with 401(k) flexibility for businesses and employees.
What Is a Backdoor Roth IRA?
Learn how a Backdoor Roth IRA lets high-income earners bypass limits to enjoy Roth IRA tax benefits with this simple strategy.
Roth IRA Funding Deadline
Learn Roth IRA contribution deadlines and how to maximize your retirement savings within the required time frame.
401(k)s and Fees
Mike and Brandon Converse explain 401(k) fees and their impact on your savings, helping you ensure your plan works for you, not against you.
Corporate Investment Accounts
Learn how businesses can use corporate investment accounts to maximize excess cash and achieve higher returns amid low bank interest rates.
ARPA and Daycare
Brandon Converse explains how the American Rescue Plan Act offers financial relief for daycare expenses, helping families save on childcare.
Investment Policy Statements (IPS)
Brandon Converse highlights the importance of an IPS for executive committees managing retirement plans.
Traditional IRA Basics
Adam Eilert explains Traditional IRAs, covering tax rules for contributions, withdrawals, & key factors to consider for your retirement goal
Roth IRA Basics
Mike Converse covers Roth IRA basics, including after-tax contributions, tax-free growth, and its advantages for building retirement savings
