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.

Found 105 Results Page 3 of 6

The Importance of Reporting to Credit Agencies After Death

Rodgers & Associates

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.

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.

What is The Widow’s Tax and How Will It Affect Me?

Patrick Carney

IRS tax code treats married people very differ­ently than single people. When a spouse dies, the surviving spouse may often face a drop in income and a hike in income taxes at the same time.