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.

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5 Ways to Take Advantage of the Market Downturn

Rick Rodgers

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

Year-Round Tax Planning Strategies

Rick Rodgers

With the top marginal tax rate now at 37%—and the Medicare surtax on investment income adding another 3.8%—tax efficiency is more important than ever.

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