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

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Hardship Withdrawals – What are the Real Costs?

Rick Rodgers

Withdrawing money early from a retirement account is meant to be a last resort—and can come with conse­quences. Make sure you know these penalties and exemp­tions first.

Tips for Enduring Inflation in Retirement

Rick Rodgers

According to a survey conducted at the end of 2021, about 88% of Americans are very worried about inflation and many say they are planning to cut back their spending.1 Prices…

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