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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Who Really Wants to be a Millionaire?

Rick Rodgers

Becoming a millionaire doesn’t happen on its own: it takes planning and perse­verance. Here are some steps you can take to grow your net worth.

5 Steps to a Successful NUA transaction

Rick Rodgers

Retirees who own their employer’s stock in their 401(k) plan have the potential for huge tax savings using an often-overlooked tax strategy known as net unrealized appre­ci­ation (NUA). How does…

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.