Blog - Rodgers & Associates
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Articles by Rodgers & Associates’ Advisers

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You missed an RMD—now what?

Rick Rodgers

The rules surrounding Required Minimum Distri­b­u­tions are compli­cated and missing them can be costly. If you have made an error, follow these steps to amend it and seek a penalty waiver

Immediate Fixed Income Annuity: Is It Right For You?

Christopher Hershey

Immediate fixed-income annuities are often sold quoting an interest rate that is not available in certifi­cates of deposit or bonds. Generally, the interest rate quoted far exceeds more tradi­tional fixed-income products and is quite a lure to investors.

The Importance of Reporting to Credit Agencies After Death

Richard Elias

It is the respon­si­bility of the surviving spouse or the estate’s executor to notify lenders on joint accounts, to close out accounts in the deceased’s name, and to notify the three major credit agencies.

Six Retirement Tips That Should Go Away Forever

Patrick Carney

These misper­cep­tions can end up costing you a lot of money, and more impor­tantly, years of your life working for someone else rather than pursuing your passions.

Phase 3 of the AGILE Retirement Journey

Christopher Hershey

Transi­tioning from work to retirement might be the biggest financial challenge people face. We’ll cover planning during Phase 3 of your retirement journey on this edition of Project Wealth.