Backdoor Roth IRA Contributions: A Way to Catch Up on Retirement Savings

February 15, 2021

By Tom Kennedy, CFP®: Retirement planning is complicated. Many individuals put off saving, thinking that retirement is years away—until it isn’t. Then, in their 40s and 50s, they start to panic and wonder how they’ll catch up. One Read More...
Real Estate and Self-Directed IRAs

January 18, 2021

Presented by Ben Murphy, CPA, PFS™: Self-directed IRAs are almost identical to traditional IRAs: They both allow you to save money in a Read More...
Curbing the Costs of Health Care

December 28, 2020

By Tom Kennedy, CFP®: Health care expenses are a major concern for people of all ages, from recent college graduates to those nearing retirement. Read More...
IRA Recharacterization Basics

September 14, 2020

Presented by Michael G. Wendlandt: Traditional and Roth IRAs offer great benefits, but knowing which of these retirement savings vehicles to use (and Read More...
The CARES Act 2020 RMD Waiver: What You Need to Know

July 27, 2020

Presented by Ben Murphy, CPA, PFS™: The Coronavirus Aid, Relief, and Economic Security Act (CARES Act), signed into law on March 27, 2020, includes Read More...
Financial Planning for Empty Nesters

July 20, 2020

Presented by Dean Elliott: Congratulations are in order! You planned ahead, saved money for education expenses, and now your child is off to college. Read More...