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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6 Reasons to File an Amended Tax Return

Rick Rodgers

You probably just finished filing your tax return for 2018 and you’re thankful that it’s done for another year. The last thing you want to think about now is amending…

Non-Profit Pledge Obligations: What You Need to Know

Rick Rodgers

Your favorite non-profit is running a capital campaign. They approach you for support asking for an amount larger than you are willing to write a check for today. No problem. You can…

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…

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…

How Would You Define a “Trusted Adviser”?

Rick Rodgers

The Department of Labor (DOL) Fiduciary Rule is officially in a transition period. The official start date has been pushed back to January 1, 2018. The rule applies to financial advice…

What Does It Mean to Be a “Retirement Specialist”?

Rick Rodgers

The Rodgers & Associates logo includes “The Retirement Specialists.” The home page of our website says we “specialize in financial planning for those who are retired or expect to retire within…

5 Ways to Close the Retirement Gap and Increase Savings

Rick Rodgers

Last fall The Washington Post reported[1] that 71% of American’s aren’t saving enough for retirement. The article was based on a national survey commis­sioned by Experian in collab­o­ration with Get Rich…

Don’t Retire Broke!

Rick Rodgers

The New Three-Legged Stool A Tax-efficient Approach to Retirement Planning was published in June of 2009. People had been told for years that they would be in a lower tax bracket…