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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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…

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…

Pennsylvania: Good State To Retire In, Bad State To Die In

Patrick Carney

While the federal estate tax (in its current form) is probably something that very few people will need to worry about, the inher­i­tance tax is really something that all Pennsyl­va­nians need to consider.