Blog - Rodgers & Associates
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Articles by Rodgers & Associates’ Advisers

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What You Need to Know About RMDs

Rick Rodgers

Many clients have questions about when they need to withdraw money from their IRAs and what the rules are for Required Minimum Distri­b­u­tions (RMDs). Learn how to evaluate distri­b­ution options and avoid penalties that arise when RMDs are not met.

What Lessons Can Philanthropy Teach Us?

Jeremie Patrick

Merriam-Webster defines philan­thropy as “goodwill to fellow members of the human race, an active effort to promote human welfare, or an act or gift done or made for human­i­tarian purposes.”…

How Would You Define a “Trusted Adviser”?

Rick Rodgers

The Department of Labor (DOL) Fiduciary Rule is officially in a transition period. The official start date has been pushed back to January 1, 2018. The rule applies to financial advice…

What Does It Mean to Be a “Retirement Specialist”?

Rick Rodgers

The Rodgers & Associates logo includes “The Retirement Specialists.” The home page of our website says we “specialize in financial planning for those who are retired or expect to retire within…

Charitable Giving

Tiffany Leherr

Do you know that you can give assets to a charity and still receive income from those assets? We’ll explain chari­table giving on this edition of Project Wealth.

Fiduciary vs. Suitability Standard

Rick Rodgers

Would you be surprised to learn the financial services industry doesn’t follow a uniform standard of care? The financial advice you receive from a bank, credit union, brokerage firm, or independent financial…