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Here is a collection of articles that we found interesting. 

Please feel free to email us at connect@upliftinvesting.com if you have any questions on the financial concepts or jargons used in the article. We are available to answer your questions. 

WSJ: Roth IRA Conversions: When’s the Best Time to Start?

Barron’s: Considering a Roth IRA Conversion? There’s No Time Like the Present.

Barron’s: How to Play the Downturn: Buy the Dip. Harvest Tax Losses. Do a Roth Conversion 

Barron’s: HSAs Are Unappreciated and Underutilized

WSJ: Should ESG Funds Be In Retirement Plans?

TIME: Why Greening Your 401(k) Isn’t Easy as it Should Be

WSJ: Target-Date Funds: What You Need to Know

The Economist: Who buys the dirty energy assets public companies no longer want?