Blog - Rodgers & Associates
Blog

Articles by Rodgers & Associates’ Advisers

Found 485 Results Page 1 of 25

Long-Term Care and the Insurance Need

Christopher Hershey

A study conducted by the US Department of Health and Human Services estimates that 70% of adults who reach age 65 will need some type of long-term care services before they die.

Are Gifts to Children Tax-Deductible?

Richard Elias

There is a way to get a partial deduction for money that will eventually go to your children. A chari­table lead annuity trust gifts money to a charity first, and then passes assets to your benefi­ciaries.

Prudent Withdrawal Rate

Rick Rodgers

Even if the proba­bility of success for a 4% withdraw rate is less than some thought, it’s still strong when your portfolio is monitored actively.

Who Really Wants to be a Millionaire?

Rick Rodgers

Becoming a millionaire doesn’t happen on its own: it takes planning and perse­verance. Here are some steps you can take to grow your net worth.

5 Steps to a Successful NUA transaction

Rick Rodgers

Retirees who own their employer’s stock in their 401(k) plan have the potential for huge tax savings using an often-overlooked tax strategy known as net unrealized appre­ci­ation (NUA). How does…