Blog | Bestgate Wealth Advisors

Is Now the Time for Roth Conversions?

Tricia Bush, CPA & Greg Will, CPA, MTAX, CFP, RMA, PFS, CFE | Monday, July 6, 2020

What is a Roth? A Roth account is an extremely powerful tax tool, which could substantially reduce your lifetime tax burden. Your typical qualified retirement plans are pre-tax, such as when you contribute to your employer’s...

The SECURE Act and use of Conduit Trusts in Estate Planning

Tricia Bush, CPA | Wednesday, February 26, 2020

The SECURE Act and use of Conduit Trusts in Estate Planning One of the biggest changes for 2020 is the SECURE Act. While not as big as the Tax Cuts and Jobs Act (TCJA), there are a number of changes that affect retirement and estate...

Who, Why, and How of Bestgate Advisors

Greg Will, CPA, MTAX, CFP®, RMA, PFS, CFE | Monday, January 27, 2020

#1 – Introducing the Bestgate Wealth Blog Welcome to the Bestgate Advisors blog! Our first post will address the Who, the Why, and the How of Bestgate. WHO WE ARE Bestgate Wealth Advisors is a fee-only fiduciary wealth management...