Milestones Financial Planning, LLC

907 Paris Road, Suite B

Mayfield, KY 42066

270-247-0555

www.milestonesfp.com

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We're talking about Roth IRAs for the masses this month. Yes, you should have a Roth. If you don't, start by reading my blog below. But what if you convert and then change your mind? No problem! It's called a recharacterization (try saying that three times fast).

Fiscal Fitness Tip - How to build a tax-free Roth IRA

Want to know how to convert to a tax-free Roth IRA? Then click here to keep reading!

Herbert Hoover's slogan was, "A chicken in every pot." And mine is, "A Roth in every portfolio." It has a nice ring to it, don't you think? Roth IRAs are confusing and it's my mission to take the mystery out of these wonderful little inventions. Vote for a tax-free retirement! VOTE for ROTH! Read more

(Almost) Famous Recipes

Freezer Sheet Cake

Want an easy, better-than-pound cake recipe? Then check out Johanna's recipe this month.

I can't believe I haven't shared this recipe from Robin at Big Red Kitchen before now - it's at the top of my favorites list for Delicious, Easy, and Party. The ingredients are probably waiting in your kitchen - surprise somebody tonight! Get recipe

Nerd to the Rescue

Does retiring at 60 sound good? If so, then check out Johanna's reply to ensure you stay on track to reach your goal.

Financial problem of the month

Have a money question? We Nerds at NerdWallet have your answer! This month, we tackle being prepared in: How do I know if I'm on track to retire at age 60?
Read more

In closing

Here in western Kentucky, we have four distinct seasons: Spring,

Summer, Fall, and Tax. Spring is also gardening season at home. I've been planting herbs while the Bobfather and Beau toodle around "observing".

And a few days ago, I came home to find Little Bo Peep had lost her sheep...in our front yard. Mom and triplets decided not to hang around for lamb chops that night. So what's going on at your house this spring?

Herbs and hugs,

Johanna Fox Turner, CPA, CFP�, RLP�

Founder and Partner

Milestones Financial Planning, LLC &

Fox & Company, CPAs, Inc.

Click here to schedule an appointment with me.

Business hours: Monday - Friday from 8AM to 5PM. Evenings or Saturdays by appointment only.