Recently I had a client in his mid-60s ask me how much longer he’d be allowed to contribute to his IRA. My client was approaching retirement, but wasn’t planning on drawing from the account until…
Read More
Roth IRAs have become one of the most popular ways to build retirement savings over the years. In fact, they’re so popular that thousands of people clamor every tax season to convert their traditional IRAs…
Read More
A few years back, I had a friend approach me at a BBQ. He had some questions about how his financial advisor was managing his accounts. Friend: “Yeah, I just don’t know if this…
Read More
Ever had a variable annuity pitched to you? Maybe you own one. They’re a popular way for many people to mix guaranteed retirement income with the growth potential of equities. But I’m guessing even if…
Read More
For small businesses, two topics are consistently near and dear to our hearts in presidential elections: taxes and health care costs. There’s been heated debate on the issues during this election (and most for that…
Read More