Blog - Rodgers & Associates
Blog

Articles by Rodgers & Associates’ Advisers

From Roth IRAs and tax planning to medicare and market reflections, Rodgers & Associates has over twenty five years experience navigating financial planning and wealth management. Each of our Financial Planners have various insights into how to plan and prepare for a thriving retirement lifestyle.

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Should You Do a Roth Conversion?

Rick Rodgers

Deciding to convert to a Roth IRA doesn’t have to be all or nothing. Let your tax bracket be your guide when deter­mining the amount to convert.

Tips for Enduring Inflation in Retirement

Rick Rodgers

According to a survey conducted at the end of 2021, about 88% of Americans are very worried about inflation and many say they are planning to cut back their spending.1 Prices…

When Should You Take Social Security?

Rick Rodgers

Before you decide when to begin drawing Social Security benefits, you should evaluate a number of factors, including life expectancy and the financial challenges that face the Social Security system.

Creating an Online Social Security Account

Rick Rodgers

By creating an online Social Security account, you can review your annual statement, take a closer look at your earnings record, and verify that your tax payments are being credited correctly.

How Do Retirees Get Paid in Retirement?

Rick Rodgers

What happens when the paychecks stop, and retirement begins? It is one of the most pressing questions we hear from people approaching retirement.