Blog - Rodgers & Associates

Articles by Rodgers & Associates’ Advisers

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How To Avoid Paying Taxes Twice on the Same Income

Rick Rodgers

What’s worse than paying income taxes? Paying taxes on the same income twice. Before putting away your 2015 tax folder, make sure your return contained Form 8606 if you have…

Roth IRA Conversion: Does It Make Sense For You?

Rodgers & Associates

Each new tax year could provide a great oppor­tunity to convert funds from a tradi­tional IRA to a Roth IRA, but the decision can involve many moving parts and should be evaluated carefully.

Qualified Charitable Distributions Now Permanent

Rick Rodgers

President Obama signed into law the Protecting Americans from Tax Hikes (PATH) Act of 2015 on December 18th. The new law extended over 50 expired provi­sions of the tax code.…

Maximize Health Savings Account Tax Benefits

Rick Rodgers

The IRS announced the inflation-adjusted deduction limita­tions for annual contri­bu­tions to health savings accounts (HSA) beginning in 2016 through Revenue Procedure 2015–30. HSA deduction limits are updated annually to reflect…

Should I Pay Off My Mortgage Balance Early?

Patrick Carney

While few actually like having a mortgage, retirees generally fall into one of two camps: people who are okay with having a mortgage and people who aren’t.