Blog - Rodgers & Associates

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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The Trifecta in Roth IRAs

Lee Pelko

Improve your odds of achieving financial indepen­dence by inves­ti­gating these strategies now.

More Common Retirement Questions

Rick Rodgers

This week’s newsletter is a contin­u­ation of a series on planning for retirement that I started early in the summer. There is a lot of infor­mation available about retirement planning but most people find…

Three More Questions Retirees Ask

Rick Rodgers

This summer I started a series on planning for retirement. Many people find retirement planning scary and intim­i­dating. Hopefully you only retire once and you want to get it right the first…

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…

Has Planning for Retirement Ever Been More Difficult?

Rick Rodgers

Planning for retirement can be very difficult. Interest rates are at historic lows, pensions are scarce and those with pensions are concerned about their solvency, the financial stability of Social…

Are We Ready for a National Sales Tax?

Rick Rodgers

The recent IRS scandal might end up having unintended conse­quences — a national sales tax. A switch from taxing income to taxing consumption could mean the end of the IRS altogether. A sales…

9 Ways to Beat the Medicare Surtax — Part 3

Rick Rodgers

This week we conclude our series on minimizing the new 2013 taxes on upper income taxpayers (see Part 1 and Part 2). Not only did the new year bring new…

9 Ways to Beat the Medicare Surtax — Part 1

Rick Rodgers

The year 2013 brings some new taxes for upper income taxpayers as well as a return of the higher tax rates from 2001. The American Taxpayer Relief Act of 2012 (ATRA12)…

Social Security Basics

Rick Rodgers

In 1935, President Franklin Roosevelt signed the Social Security Act, which provided a nationwide retirement and social welfare program for the first time. Since then, Social Security has grown to become…

Strategies to Manage the Taxation of Social Security

Rick Rodgers

Last week I talked about the double taxation of dividends. Corpo­ra­tions pay tax on their earnings which are taxed a second time when they are distributed to the share­holder as dividends. The…