What You Need to Know About RMDs
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.
In Successful Wealth Transfers, Trust May Be More Important than Trusts
Why do the majority of wealth transfers fail? Learn how to have the right conversations with your heirs now so they can learn how to properly manage their inheritance.
Are You Missing Out on These 3 Common Tax Strategies for Retirees?
There are a few tax strategies for retirees that could increase your refund or at least help to trim the tax you owe.
What Lessons Can Philanthropy Teach Us?
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.”…
Under TCJA, can Investment Advisory Fees Still have a Tax Benefit?
Many taxpayers have filed their returns for 2017 and are grateful tax season is behind them. Tax planning for 2018 is probably one of the last things they want to…
How We Choose Funds for our Clients’ Investment Portfolios
The Dow Jones Industrial Average has just passed 23,000 as I am writing this newsletter. Clients typically ask if there are any good places to invest, and this topic comes up…
What Does It Mean to Be a “Retirement Specialist”?
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…
How to Deal with the Death of a Spouse From a Financial Perspective
It will come as no surprise that the death of a spouse is consistently listed as one of the most stressful life events a person will face. Death is part of life…
Teach Your Children Well – Or They Are Likely to Waste Their Inheritance
Studies estimate the baby boom generation is set to inherit $11.6 trillion over the next 20 years from their parents. The baby boomers are expected to pass on as much…
