Doing something called a “Mega backdoor Roth conversion” is a great way to get more into your Roth savings. Here’s how to know if you qualify, and the steps... Read More
As the end of the year approaches, your time is running out to accomplish several common end of year tax reduction strategies. Here’s a few items to consider today,... Read More
529 education savings accounts are one of the best ways to save for future college expenses. While you likely have a basic understand of how 529 accounts work, we... Read More
Having extra cash feels like a good problem to have. While the safety and security of cash is great in the short term, cash is not a very good... Read More
When looking ahead at future expenses, it is often easy for parents to see that the cost of college is a colossal one. It seems logical that a parent... Read More
Between October 15th through December 7th , you are able to change your Medicare Part D plan. While your Medicare supplemental plans will likely remain unchanged for most of... Read More
This is a recording of a webinar we gave to clients in June of 2021 on the topic of rising inflation, and how inflation impacts the stock market, your... Read More
Successfully appealing Medicare’s IRMAA surcharge can save a retired couple thousands of dollars in annual Medicare costs. However, there are strict requirements for when you can and cannot appeal... Read More
College planning is much more than just saving in a 529 account. If you have a child nearing college age, saving in a 529 over the last decade or... Read More
NUAs, or net unrealized appreciation, is a special tax strategy available for those with company stock in a 401(k) plan. Read More
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