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Articles
How Does a Mega Backdoor Roth Work?
For high-income earners, funding tax-free retirement accounts, like a Roth-IRA, may not be an option. Enter the mega backdoor Roth; an opportunity to fund retirement ...
Articles
Market Volatility for Retirees – 5 Ways to Prepare
With the average retirement lasting close to 20 years and the desired retirement even longer, retirees must plan for market volatility or face potentially significant ...
Quarterly Review
2022 First Quarter Review: Extraordinary Influences/Inflation Concerns
Download the PDF copy here Executive Summary Macro-Economic Perspective Key Economic Data Points Inflation: All measures of inflation have been quickening at a worrisome pace ...
Articles
What You Need to know About RSUs
Have you been incentivized with equity-based compensation in the form of restricted stock units (RSUS)? Here are five things to know in making the most ...
Articles
Roth 401(k) for High Earners
With Roth-401(k)s increasingly offered alongside the traditional 401(k), high-income earners need a framework for deciding whether to take advantage and if so, how? Understanding the ...
Articles
Supplemental Retirement Account
What should you know? Supplemental Retirement Accounts provide an opportunity to increase retirement savings beyond traditional methods like the 401(k), 403(b), or Roth Accounts. Supplemental ...
Articles
Pension Maximization
Lump-sum or annuitize? Life-only annuity or joint and survivor annuity benefit? Pension maximization requires careful consideration of these questions and many other factors. Pension Maximization ...
Articles
Should Crypto Be Part of Your Retirement?
Cryptocurrencies have grown in popularity. Their popularity has included waves of speculation and uncertainty, warranting careful consideration before viewing it as a viable retirement investment ...