Articles by Rodgers & Associates’ Advisers

Estate tax exemp­tions are much higher than they once were. As a result, it may be worth­while to review your estate plan and terminate trusts that are no longer needed.

With interest rates at a historic low, retirees should carefully consider their pension distri­b­ution options.

Since long-term capital gains are taxed at a lower rate than other types of income, selling these types of assets can be a tax-efficient strategy.

Learn about contri­bution limits for tradi­tional and Roth IRAs and get advice on how to minimize penalties if you’ve contributed too much in a given year.

From cashing out to trans­ferring your balance, here are the different strategies for dealing with 401(k) plans from previous employers

By creating an online Social Security account, you can review your annual statement, take a closer look at your earnings record, and verify that your tax payments are being credited correctly.

A successful retirement plan starts long before the last day of employment and considers both financial and lifestyle decisions along each individual’s unique journey.

Our approach to retirement planning combines the seven-step process outlined by the Certified Financial Planner Board of Standards with our own unique focus on maximizing tax efficiency, managing risk, and minimizing expenses throughout retirement.

Estab­lishing a trust can be a prudent way to pass assets from one gener­ation to the next since it addresses issues that may arise from trans­ferring wealth outright.

Our New Three-Legged Stool™ strategy and R/D Factor™ help us keep taxes lower for our clients in retirement

By exercising regularly, watching what you eat, and getting enough sleep, you can slow the aging process and feel healthier than ever before in retirement.

Look for oppor­tu­nities created by lower markets, which include evalu­ating employer stock, performing Roth conver­sions, and investing before the market rebounds.