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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Are You Overspending in Retirement?

Rick Rodgers

The 4% rule was developed taking economic downturns into account, and it has generally held up well during recent financial crises.

Should You Do a Roth Conversion?

Rick Rodgers

Deciding to convert to a Roth IRA doesn’t have to be all or nothing. Let your tax bracket be your guide when deter­mining the amount to convert.

Your 2024 Guide to Year-End Tax Planning

Rick Rodgers

Reducing your tax liability means taking advantage of regulatory updates. We’ll look at some of the year’s tax law changes and opportunities.