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Articles by Rodgers & Associates’ Advisers

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8 Principles of Preparing For Retirement – Part 3

Rick Rodgers

This week we finish up the principles for achieving financial indepen­dence (see Part 1 and Part 2). Most people will never achieve financial indepen­dence. According to the Social Security Admin­is­tration,…

Dealing with Estimated Taxes

Rick Rodgers

One hassle facing people as they begin retirement is making quarterly estimated tax payments.

10 Ways You Can Avoid Penalties on Early IRA Withdrawals

Rick Rodgers

I was working with a client recently that wanted to establish a provision in his estate plan to provide for their grandchildren’s education. A large part of their net worth was in a Tradi­tional IRA.…