The Briefcase Newsletter / Mastering Roth IRAs

By Emily Shacklett

The Briefcase newsletter is designed specifically for executives and professionals. Each quarter we will provide helpful advice, tips, and relevant content that we hope will further your career success.

Mastering Roth IRAs

In this episode, Emily Shacklett explores the ins and outs of Roth IRAs, conversions, and traditional IRAs, shedding light on key strategies and recent tax law changes that could impact your financial future. From backdoor Roth contributions to situational Roth conversions and the allure of Mega Back Door Roths, Emily breaks down complex topics with clarity and offers practical insights for optimizing your retirement savings.

Coach’s Corner

Tamsin Astor, PhD
Chief Habit Scientist | International Speaker | Author

Tamsin Astor, PhD is the founder and Chief Habit Scientist of Yoga Brained Coaching. She is known for giving her clients the tools to shift their mindset, organize their vision, and improve their habits to create an efficient, productive & joyful life and business. We make 35,000 decisions every day, which leads to decision fatigue. Dr. Astor helps her clients reduce the amount of overwhelming decision-making they do by harnessing their goal-achieving machine – AKA – their brains. This also increases their time and energy for fun!

Tamsin Astor holds a PhD in neuroscience and psychology and a post-doctorate in education. She also has certifications in yoga (RYT500, Yoga Ed.), mindset & Ayurveda (Living Ayurveda, Yoga Health Coach). She is an executive coach and author of the book Force of Habit: Unleash Your Power by Developing Great Habits.

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Recommended Viewing

A Conversation with the Oracle of Wall Street

Our Investment Team sorts through the most recent economic news, investment data and industry research to share the information that’s most important to you! In this episode of the Fairport Flash, Fairport Wealth Chief Investment Officer John Silvis and our very special guest Neil Dutta, Head of Economic Research at Renaissance Macro Research, discuss the factors influencing current economic trends, the potential impact of Federal Reserve policies, and the evolving role of trade dynamics. Due to his often-accurate market predictions, Neil has been referred to as a “Top Economist” by Tom Keene and as an “Oracle of Wall Street” by Business Insider Magazine.

Tech Trends

Embracing Technology: An Imperative for Executives

It is impossible to overestimate the importance of leaders adopting new technology in the quickly evolving digital landscape. The pace of advancement presents opportunities and challenges for businesses across sectors. In order to maintain a competitive edge and protect and growth their businesses, executives need to be onboard adopting new technologies.

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I-Team Ticker

Check out the latest tweet from the Fairport Investment Team:

Fairport Wealth is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC (member FINRA and SIPC). Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC.

This is not an offer to buy or sell securities, nor should anything contained herein be construed as a recommendation or advice of any kind. Consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. No investment process is free of risk, and there is no guarantee that any investment process or investment opportunities will be profitable or suitable for all investors. Past performance is neither indicative nor a guarantee of future results. You cannot invest directly in an index.

These materials were created for informational purposes only; the opinions and positions stated are those of the author(s) and are not necessarily the official opinion or position of Hightower Advisors, LLC or its affiliates (“Hightower”). Any examples used are for illustrative purposes only and based on generic assumptions. All data or other information referenced is from sources believed to be reliable but not independently verified. Information provided is as of the date referenced and is subject to change without notice. Hightower assumes no liability for any action made or taken in reliance on or relating in any way to this information. Hightower makes no representations or warranties, express or implied, as to the accuracy or completeness of the information, for statements or errors or omissions, or results obtained from the use of this information. References to any person, organization, or the inclusion of external hyperlinks does not constitute endorsement (or guarantee of accuracy or safety) by Hightower of any such person, organization or linked website or the information, products or services contained therein.

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Executives & Professionals