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 175 Results Page 1 of 9

Nine Tips for Safer Travel

Rick Rodgers

Surprises on vacation can be stressful. Here’s how to plan ahead so your next trip is memorable in the right ways.

What to Know When Investing in REITs

Rick Rodgers

Real Estate Investment Trusts offer a way to invest in real estate without having to actually manage property. Yet it’s wise to under­stand the taxation first.

Understanding RMDs Can Help You Save

Rick Rodgers

Want to design a tax-efficient retirement? Learning how and when to take required minimum distri­b­u­tions (or RMDs) can be a key part of your overall strategy.

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