How to Legally Transfer After-Tax Money into a Tax-Free Roth IRA
Understand your path for rolling after-tax money in employer-sponsored plans to a Roth IRA and the rules that need to be considered to complete this transaction properly.
How “Gray Divorce” Can Affect Your Financial Future
Divorce rates are on the rise for those over the age of 55. Learn about the financial implications of this significant life event and get guidance on how to navigate the many considerations individuals face.
What You Need to Know About RMDs
Many clients have questions about when they need to withdraw money from their IRAs and what the rules are for Required Minimum Distributions (RMDs). Learn how to evaluate distribution options and avoid penalties that arise when RMDs are not met.
AGILE Overview
Retirement is a journey to be enjoyed over time, not a destination. Chris Hershey will help you plan for your unique journey on this edition of Project Wealth.
PHASE 2 of the AGILE Retirement Journey
Preparing for retirement may be the single biggest financial challenge most people face. We’ll cover planning during phase two of your retirement journey on this edition of Project Wealth.
PHASE 1 of the AGILE Retirement Journey
Did you know a critical phase of retirement begins 10 years out? We’ll go over what you need to do in phase one on this edition of Project Wealth.
As You Approach Retirement, How You Save is Extremely Important
In planning for retirement, how you save is just as important as how much you save. Learn how you can save tax-efficiently by diversifying your assets across accounts that are taxed differently.
Use the Ten Years Prior to Retirement to Position Yourself for Success
The 10-year period before you retire can matter more to your retirement success than any other.
6 Ways to Help You Reach Your Retirement Goals
It’s never too early to start planning for retirement. By setting a strategy— and sticking to it—you can help achieve your goal of financial independence sooner.
Dos and Don’ts of Retirement Planning
Use these tips and strategies about spending, saving, and asset allocation to reach your retirement goals.