Blog - Rodgers & Associates
Blog

Articles by Rodgers & Associates’ Advisers

Found 145 Results Page 1 of 8

Annuity Traps Part 1: Living Benefits

Rick Rodgers

Learn about different types of annuities and under­stand how they can become a valuable component of your retirement plan.

The Potential Dangers of Rolling Your Company Stock into an IRA

Rick Rodgers

If you own large quantities of company stock held within a retirement plan, rolling it into a tax-deferred IRA may not be the best strategy. Learn when a Net Unrealized Appre­ci­ation (NUA) trans­action is the right choice to maximize your tax efficiency.

Does Who Wins in November Make a Difference in Your Portfolio?

Christopher Hershey

While presi­dential elections can influence market perfor­mance, many other factors do, too. It’s important to recognize the complexity of the stock market and be careful not to confuse corre­lation and causation.

What is the Rodgers & Associates Financial Planning Process?

Rick Rodgers

Our approach to retirement planning combines the seven-step process outlined by the Certified Financial Planner Board of Standards with our own unique focus on maximizing tax efficiency, managing risk, and minimizing expenses throughout retirement.

5 Ways to Take Advantage of the Market Downturn

Rick Rodgers

Look for oppor­tu­nities created by lower markets, which include evalu­ating employer stock, performing Roth conver­sions, and investing before the market rebounds.

Is a Loan from my 401(k) a Good Idea?

Christopher Hershey

While it can be tempting to borrow from your 401(k) in the event of an emergency, it’s important to consider the impact of reducing the balance of your retirement plan.

6 Ways to Help You Reach Your Retirement Goals

Rick Rodgers

It’s never too early to start planning for retirement. By setting a strategy— and sticking to it—you can help achieve your goal of financial indepen­dence sooner.