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:

September 16,2011 Newsletter

  • Inherited IRAs
  • Lower Your Audit Profile
  • Compare Your Wealth

August 12, 2011 Newsletter

  • Maximizing Executive Compensation
  • Interest Rates and Stock Prices
  • What Not to Do Right Now

July 20, 2011 Newsletter

  • 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

May 20, 2011 Newsletter

  • Annuity Traps
  • Consolidating Employer Retirement Accounts
  • Inflation in Retirement

April 26, 2011 Newsletter

  • Become a Professional Trader
  • Real Estate in Your Retirement Account
  • How to Protect Your Home While on Vacation

April 1, 2011 Newsletter

  • IRS on the Prowl
  • Home Insurance
  • Credit Scores

January/February 2011 NewsletterPDF

  • TRA 2010 – Individual Implications
  • Planning Under the Tax Relief Act of 2010
  • Federal Estate Tax
  • Additional Tax Benefits for Individuals

November/December 2010 NewsletterPDF

  • Common Retirement Mistakes
  • One Year Before Retirement – Will You Be Ready?
  • Is Gold the Next Bubble?

October 2010 NewsletterPDF

  • 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

September 2010 NewsletterPDF

  • The Gift of Roth
  • Beware of Bond Funds
  • A Better Bond Strategy

July/August 2010 NewsletterPDF

  • How to Invest in a Tax-Efficient Way
  • Case Study: Joe Mitchell – Investor
  • Tax-Efficient Types of Funds
  • Review Your Portfolio

June 2010 NewsletterPDF

  • 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

May 2010 NewsletterPDF

  • 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

April 2010 NewsletterPDF

  • 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

March 2010 NewsletterPDF

  • Twelve Months and Counting
  • What Can We Learn from This?
  • How Does An Asset Allocation Strategy Work?
  • Borrowing Rules for Family Loans

February 2010 NewsletterPDF

  • 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

January 2010 NewsletterPDF

  • The Ban on Roth Conversions Has Ended
  • Will Inflation Return in 2010?
  • Should You Pay the Tax in 2010 or Defer It?

December 2009 NewsletterPDF

  • Looking Ahead to 2010
  • Asset Allocation for Today
  • Do You Have a Written Financial Plan?

November 2009 NewsletterPDF

  • Tax Planning for 2010
  • Bear Markets Are Your Friend
  • Municipal Bonds = Tax-Free Income

October 2009 NewsletterPDF

  • Charitable IRA Distributions
  • Naming a Beneficiary for Your Roth IRA
  • When Not to Convert to a Roth

September 2009 NewsletterPDF

  • Tax Loss Harvesting
  • Mutual Fund Taxation

August 2009 NewsletterPDF

  • Roth Conversions in 2009
  • Using ‘Green’ Tax Credits

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