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

February 15, 2021

Presented 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 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...
Employer Sponsored Plans

March 4, 2020

By Tom Kennedy, CFP® Today, there are basically two types of categories for employer sponsored plans. The first is defined benefit that offers a Read More...
Roth IRAs Vs. Roth 401(k)s

December 17, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: According to an old adage, it’s better to tax the seed than the crop. And if you’re comparing Read More...