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Articles by Rodgers & Associates’ Advisers

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What is the IRS Form 1040-SR?

Rick Rodgers

House Repub­licans boasted their 2017 tax reform would simplify taxes to the point that taxpayers would be able to file a return on a postcard. The Tax Cuts and Jobs Act (TCJA)…

When and Why You Should Convert an IRA to a Roth

Rick Rodgers

The Tax Cuts and Jobs Act of 2017 (TCJA) elimi­nated the ability to use rechar­ac­ter­i­zation to reverse the conversion of a Tradi­tional IRA into a Roth IRA. The process of undoing a Roth…

Will Lower Corporate Tax Rates Yield Higher Wages?

Rick Rodgers

Corpo­ra­tions may have benefited the most from the Tax Cuts and Jobs Act of 2017 (TCJA). Chapter C corpo­ra­tions were subjected to graduated tax rates of 15% for taxable income up…

5 Steps to a Successful NUA transaction

Rick Rodgers

Retirees who own their employer’s stock in their 401(k) plan have the potential for huge tax savings using an often-overlooked tax strategy known as net unrealized appre­ci­ation (NUA). How does…

Is Bitcoin an Investment or Speculation?

Rick Rodgers

2017 was a terrific year for the equity markets. The S&P 500 index was up more than 20%. Inter­na­tional equities out performed domestic equities for the full year which was the…

How are Fee-Only Financial Planners Paid?

Rick Rodgers

There has been a lot of news coverage this past year on the topic of fiduciary advice. The DOL (Department of Labor) rule, which requires advisers to act as a fiduciary when…

Why Business Owners Should Diversify Their Portfolios

Rick Rodgers

The content of this newsletter was origi­nally published on CPBJ​.com. I was playing golf with a friend a few weeks ago. We have known each other for a couple of years and met…