Financial Planning, Life Events, Tax Planning, Tips and Tricks
In today’s economic uncertainty, business closures and layoffs are increasingly common. The loss of a job can cause serious stress both personally and financially. To help you through a disruption in employment, we’ve created the checklist “What Issues Should I...
Financial Planning, Retirement Planning, Tips and Tricks
Although increasingly rare, employer pensions can make up a considerable portion of your expected retirement benefits. Whether you are nearing retirement or are already receiving ongoing pension payments, you may have the option to choose a lump sum...
Retirement Planning, Tips and Tricks
401(k)s and IRAs have many unique features that may be beneficial to you depending on your circumstances. The decision to roll funds out of a former employer’s plan involves more factors than just fees and investment selection. To help make this analysis easier, use...
Investing, Tips and Tricks
Charitably inclined investors who are age 70.5 or older may benefit from making a Qualified Charitable Distribution from their IRA (excluding Roth IRAs). This is a popular way for you to support your favorite charities while reducing your adjusted gross income (AGI)....
Family and Finances, Life Events, Tips and Tricks
There has been an increase in fraudulent and criminal activity. Now more than ever, you may be targeted financially through a variety of schemes. This checklist helps guide you through the common threats and scams, helping ensure that you are informed and actively...
Financial Planning, Investing, Retirement Planning, Tips and Tricks
What is a Mega Backdoor Roth Contribution? A Mega Backdoor Roth Contribution is not as scary as it sounds. Here’s how it works: You make a non-Roth after-tax contribution to an employer 401(k) plan (if permitted by the employer’s 401(k) plan...
