633 Route 211 East Middletown, NY 10941

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The JGS Advisor

Coordinating Business Succession Planning with Estate Planning

If you have questions about the best way to protect the future of your business after you pass away, you’re not alone. When planning the continuation of your company, the best way to proceed is by viewing your business succession   Read More

Posted in Blog, The JGS Advisor

Is a Roth Conversion appropriate for your traditional IRA?

Many investors hear that people have converted their traditional IRA into a Roth IRA and want to know if this change is right for them as well. A Roth IRA conversion has benefits such as tax-free growth and future withdrawals   Read More

Posted in Blog, The JGS Advisor