Newsletter
Rodgers & Associates works to help high net worth individuals have a more efficient retirement plan, in ways reflected in these newsletters. If you enjoy what you find, please consider signing up for future issues through the form on the right. We will only use your e-mail for sending you these newsletters.
February 2, 2012
Planning for Rising Tax Rates Using After-Tax Accounts
January 25, 2012
Older Americans Are Putting Off Retirement
January 18, 2012
The Ins and Outs of Mutual Fund Taxation
January 11, 2012
What You Need to Know About Annuities
January 4, 2012
Emergency Fund – What It Is and Why You Need It
December 28, 2011
Stay in Control of Your Retirement Savings
December 21, 2011
Do You Hold Title Correctly for Your Real Estate?
December 14, 2011
Don’t Throw Away Your Legacy!
December 7, 2011
Thinking of Paying Off Your Mortgage Before You Retire?
November 30, 2011
Act Fast to Avoid a Shrinking Lump Sum Payout
November 23, 2011
5 Things You Should Do To Prepare for Retirement
November 16, 2011
Weathering the Storm Before Disaster Hits
November 9, 2011
How to Gain Control over the Cost of Your Long-Term Care Insurance
November 2, 2011
You Might Need to ‘Undo’ Your Roth Conversion – Here’s Why and How
Past Newsletters:
- Inherited IRAs
- Lower Your Audit Profile
- Compare Your Wealth
- Maximizing Executive Compensation
- Interest Rates and Stock Prices
- What Not to Do Right Now
- Tax-Efficient Planning with an Inefficient Tax Code
- Understanding Off-Exchange Private Shares
- When Is Your Beneficiary Not Your Beneficiary?
- Annuity Traps Part II – Death Benefits
- Indexed Annuities – A Free Lunch?
- Planning for Pets
- Annuity Traps
- Consolidating Employer Retirement Accounts
- Inflation in Retirement
- Become a Professional Trader
- Real Estate in Your Retirement Account
- How to Protect Your Home While on Vacation
- IRS on the Prowl
- Home Insurance
- Credit Scores
January/February 2011 Newsletter
- TRA 2010 – Individual Implications
- Planning Under the Tax Relief Act of 2010
- Federal Estate Tax
- Additional Tax Benefits for Individuals
November/December 2010 Newsletter
- Common Retirement Mistakes
- One Year Before Retirement – Will You Be Ready?
- Is Gold the Next Bubble?
- Only Three Months Left to Get Your Finances in Order
- Healthcare Reform Surprise
- Hold Off on Your Required Minimum Distribution
- Small Business Jobs Act of 2010
- The Gift of Roth
- Beware of Bond Funds
- A Better Bond Strategy
- How to Invest in a Tax-Efficient Way
- Case Study: Joe Mitchell – Investor
- Tax-Efficient Types of Funds
- Review Your Portfolio
- What You Should Know About Asset Allocation in Taxable, Tax-Deferred and Roth Accounts
- Tax-Related Pitfalls
- How You Save is Just as Important as How Much You Save
- The Accountant and Financial Adviser Need to Work Together
- The Tax Significance of Municipal Bonds and Their Risks
- The Original Three-Legged Stool – An Explanation
- Why a New Three-Legged Stool is Needed
- Why Shouldn’t Financial Advisers Act as Fiduciaries?
- Finding Money
- Are Roth IRAs Protected from Creditors?
- Convert Your IRA to a Roth Without Feeling the Tax Bite?
- Roth IRA or 401(k) – Which is Best?
- The Biggest Financial Planning Mistake? Not Having a Written Plan
- Twelve Months and Counting
- What Can We Learn from This?
- How Does An Asset Allocation Strategy Work?
- Borrowing Rules for Family Loans
- Explaining the Pro-Rata Rule for Roth Conversions
- Retiring Today – What Does It Mean for You?
- Roth Conversions and RMDs
- Paying Tax on a Roth Conversion
- The Ban on Roth Conversions Has Ended
- Will Inflation Return in 2010?
- Should You Pay the Tax in 2010 or Defer It?
- Looking Ahead to 2010
- Asset Allocation for Today
- Do You Have a Written Financial Plan?
- Tax Planning for 2010
- Bear Markets Are Your Friend
- Municipal Bonds = Tax-Free Income
- Charitable IRA Distributions
- Naming a Beneficiary for Your Roth IRA
- When Not to Convert to a Roth
- Tax Loss Harvesting
- Mutual Fund Taxation
- Roth Conversions in 2009
- Using ‘Green’ Tax Credits