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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How do I fix a missed RMD?

Adam Sclafani

RMD rules can be highly complex, and it’s easy to make mistakes by taking the wrong RMD amount, taking an RMD from the wrong account, or missing an RMD altogether.

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.

Your 2024 Guide to Year-End Tax Planning

Rick Rodgers

Reducing your tax liability means taking advantage of regulatory updates. We’ll look at some of the year’s tax law changes and opportunities.