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Articles by Rodgers & Associates’ Advisers

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What It Means When Your Account Is “Insured”

Rick Rodgers

Deposit insurance depends a lot on what kind of account you have and what is actually held inside the account. You should under­stand how accounts are insured before you make a deposit.…

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…

Tips for Reviewing Your Life Insurance Needs

Rick Rodgers

The beginning of a new year is the time we all look for a fresh start. That’s why we make resolu­tions in hope our fresh start will carry through all year long.…

More Common Retirement Questions

Rick Rodgers

This week’s newsletter is a contin­u­ation of a series on planning for retirement that I started early in the summer. There is a lot of infor­mation available about retirement planning but most people find…

9 Ways to Beat the Medicare Surtax — Part 3

Rick Rodgers

This week we conclude our series on minimizing the new 2013 taxes on upper income taxpayers (see Part 1 and Part 2). Not only did the new year bring new…

9 Ways to Beat the Medicare Surtax — Part 1

Rick Rodgers

The year 2013 brings some new taxes for upper income taxpayers as well as a return of the higher tax rates from 2001. The American Taxpayer Relief Act of 2012 (ATRA12)…

When Is Your Beneficiary Not Your Beneficiary?

Rick Rodgers

A man enrolled in his company’s 401(k) plan and named his wife as the sole benefi­ciary of his account. Years later, his wife died and the worker updated his account to…

Consolidating Employer Retirement Accounts

Rick Rodgers

The average American will hold 11 jobs between the ages of 18 and 62, according to the Bureau of Labor Statistics (2010). When you start a new job, you probably remember…