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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Is Your Adviser Worthy of Your Trust?

Rodgers & Associates Team

It’s not enough to connect with your financial adviser. Use these 10 questions to find a financial adviser you can trust with your finances.

When and Why You Should Convert an IRA to a Roth

Rick Rodgers

The Tax Cuts and Jobs Act of 2017 (TCJA) elimi­nated the ability to use rechar­ac­ter­i­zation to reverse the conversion of a Tradi­tional IRA into a Roth IRA. The process of undoing a Roth…