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

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What’s the Difference Between Premium Bonds and Discount Bonds?

Rodgers & Associates

A premium bond has a coupon rate higher than the prevailing interest rate for that particular bond maturity and credit quality. A discount bond, in contrast, has a coupon rate lower than the prevailing interest rate for that particular bond maturity and credit quality.

Long-Term Care and the Insurance Need

Christopher Hershey

A study conducted by the US Department of Health and Human Services estimates that 70% of adults who reach age 65 will need some type of long-term care services before they die.

Are Gifts to Children Tax-Deductible?

Rodgers & Associates

There is a way to get a partial deduction for money that will eventually go to your children. A chari­table lead annuity trust gifts money to a charity first, and then passes assets to your beneficiaries.

Prudent Withdrawal Rate

Rick Rodgers

Even if the proba­bility of success for a 4% withdraw rate is less than some thought, it’s still strong when your portfolio is monitored actively.