Blog - Rodgers & Associates
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Articles by Rodgers & Associates’ Advisers

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What is The Widow’s Tax and How Will It Affect Me?

Patrick Carney

IRS tax code treats married people very differ­ently than single people. When a spouse dies, the surviving spouse may often face a drop in income and a hike in income taxes at the same time.

Understanding Your Annuity Payout Options

Lee Pelko

The maturity of the annuity at age 85 may actually be a gift to annuity owners to further contem­plate their exit strategy of this tax-deferred investment.

Annuity Traps Part 2: Death Benefits

Rick Rodgers

While annuities can be an important way to build wealth, many individuals don’t realize how compli­cated these insurance products can be. In this article, we’ll walk you through what you need to know about annuity contracts and the five-year-rule.

Annuity Traps Part 1: Living Benefits

Rick Rodgers

Learn about different types of annuities and under­stand how they can become a valuable component of your retirement plan.

The Potential Dangers of Rolling Your Company Stock into an IRA

Rick Rodgers

If you own large quantities of company stock held within a retirement plan, rolling it into a tax-deferred IRA may not be the best strategy. Learn when a Net Unrealized Appre­ci­ation (NUA) trans­action is the right choice to maximize your tax efficiency.