Lifestyle Choices Archives - Rodgers & Associates

7 Steps to Take When You Inherit an IRA

Rick Rodgers

An IRA can be a wonderful account to inherit. However, the rules are complex and errors can be costly. There are some great tax advan­tages if you handle the inher­i­tance correctly.…

5 Ways to Close the Retirement Gap and Increase Savings

Rick Rodgers

Last fall The Washington Post reported[1] that 71% of American’s aren’t saving enough for retirement. The article was based on a national survey commis­sioned by Experian in collab­o­ration with Get Rich…