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Brian's Recent Articles
Is a Roth Conversion Right for You? Benefits, Risks, and Tax Strategies
Key Takeaways: Converting a traditional IRA or 401(k) to a Roth account triggers taxable income in the year of conversion, but qualified wit …
Read MoreTrump Accounts for Kids Have Launched — Here’s How They Work
Key Takeaways: Trump Accounts are new investment accounts for kids under 18, invested in low-cost index funds and managed by a parent until …
Read MoreWho Will Pay for Social Security’s Shortfall? What Workers and Retirees Need to Know
Social Security has a money problem that lawmakers can no longer ignore. According to current projections, Social Security’s trust funds are …
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Brian is married to Christine and has two children, Katie and Jack. He grew up on a farm in southeastern Indiana and graduated from Switzerland County High School. He enjoys spending time with family and friends, boating, sports and playing golf.
Brian is a member of the American Institute of Certified Public Accountants and the Indiana Association of Certified Public Accountants. Brian also serves on the board for the Shelby County Public Library and the Shelbyville Girls Inc.
Brian's Recent Articles
Is a Roth Conversion Right for You? Benefits, Risks, and Tax Strategies
Key Takeaways: Converting a traditional IRA or 401(k) to a Roth account triggers taxable income in the year of conversion, but qualified wit …
Read MoreTrump Accounts for Kids Have Launched — Here’s How They Work
Key Takeaways: Trump Accounts are new investment accounts for kids under 18, invested in low-cost index funds and managed by a parent until …
Read MoreWho Will Pay for Social Security’s Shortfall? What Workers and Retirees Need to Know
Social Security has a money problem that lawmakers can no longer ignore. According to current projections, Social Security’s trust funds are …
Read More
