Mega Backdoor Roth IRA – what is it?
Does your 401(k) offer an after-tax component? If so, you might be eligible to take advantage of the “Mega Back Door Roth IRA strategy.”
Should We Be Concerned About Inflation Right Now?
Inflation is the effect of the goods and services you like to consume getting more expensive over time. Another way to look at inflation is the money you use to buy things becoming less valuable, so you need more of it to purchase the goods and services you consume.
Fixed Income – How Do We Use It Effectively In A Portfolio
What role does fixed income play in your portfolio? How do we squeeze return out of bonds in today’s ultra-low interest rate environment? We have often discussed or written about the topic of the premium that equity investors may receive over time in...
Another Tax Season is Upon Us
After a year of so much uncertainty and isolation for many, we can vow to focus on our physical health and our mental health as we head into 2021. Having a good financial plan in place will help you create peace around the issue of money and that can translate...
Important Dates and Limits for 2021
Do you start a new year with the initial thought of “what do I need to accomplish and/or what do I want my life to look like in the next 12 months”? January seems to be a turning point for many as we head into a new year and it is not too late to reflect on our goals...
21 Things To Consider In 2021
1. Make it a New Year’s resolution to check IRA beneficiary forms and employer plan beneficiary forms. If you got married, had a birth/adoption or a death in the family in 2020, these forms may need to be updated. What better way to start the new year than with a new...