Resources

Tax Planning

Roth Conversions are Less Taxing Thanks to Tax Reform

Explore how Roth IRA conversions can help reduce future tax burdens under the expanded tax brackets from the Tax Cuts and Jobs Act. Learn when conversions make sense and how to optimize your retirement strategy.

Aug 22, 2018

Media appearances

3 Texas Financial Advisors Named 2019 Five Star Wealth Managers

MINNEAPOLIS (08/22/19)—Wealth Enhancement Group, an independent wealth management firm that oversees approximately $12.8 billion in client assets*, has announced that three financial advisors from their Houston office received the 2019 Five Star Wealth Manager award.**

Aug 21, 2018

Investing

BTR Investment Strategy Update

John Stratton CPA, CFA®, CFP®

Jun 28, 2018

Retirement

What Happens to Your Old 401k When You Leave Your Job

Wondering what to do with your old 401(k)? Explore your options—keep it, roll it into an IRA or new plan, or take a distribution—and learn the pros and cons of each.

Bruce Helmer

Apr 30, 2018

Awards

Bill Sukup Named on Barron’s 2018 List of Top Financial Advisors

Minneapolis, MN – May 3, 2018 – Wealth Enhancement Group is celebrating advisor Bill Sukup of Woodbury, MN for having been recently recognized in the 2018 “Top 1200 Financial Advisors” ranking by Barron’s, a leading financial weekly magazine. This is the sixth consecutive year that Mr. Sukup has been included on the list.*

Bill Sukup CFP®, RICP®

Mar 10, 2018

Media appearances

31 Minnesota Financial Advisors Named 2018 Five Star Wealth Managers

MINNEAPOLIS (1/18/18)—Wealth Enhancement Group, an independent wealth management firm that oversees approximately $7.9 billion in client assets*, has announced that 31 financial advisors from their Minnesota offices received the 2018 Five Star Wealth Manager award.**

Jan 17, 2018