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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How To Avoid Paying Taxes Twice on the Same Income

Rick Rodgers

What’s worse than paying income taxes? Paying taxes on the same income twice. Before putting away your 2015 tax folder, make sure your return contained Form 8606 if you have…

What Those Extra Letters on Your Medicare Card Mean

Rick Rodgers

Clients often ask us about the meaning of the letter suffix on their Medicare card. Your Medicare number (also called Medicare Claim Number) is usually your Social Security number followed…

The Tax Advantages of Charitable Remainder Trusts

Rick Rodgers

What happens when you combine aging baby boomers and a stock market reaching all-time highs? A renewed interest in chari­table remainder trusts (CRT). The oldest of America’s 72 million baby boomers are…

Common Questions About Social Security

Rick Rodgers

Last month I started a series on planning for retirement. See the other posts in the series here: Has Planning for Retirement Ever Been More Difficult? Three More Questions Retirees Ask More Common Retirement Questions…