Resources

Recently, we have had numerous clients ask about a new type of individual retirement account conversion called a “Mega Backdoor Roth IRA”. Although this provision has been around for several years now, more attention has been brought to it since it was specifically targeted for elimination by the “Build Back Better Act”, which passed the...Read More

If you own an Individual Retirement Account (IRA), perhaps you have heard about Roth IRA conversions. Converting some (or all) of your accumulated IRAs to a Roth IRA might be a sound financial move, depending on your situation. First, understand this article is for informational purposes only; it is not a replacement for sitting down with...Read More

One of the several changes the IRS has made in the last few years concerning IRAs is a new Required Minimum Distribution table. Calculating your mandatory distributions once you turn 72 requires the same steps as before. You must add up all your Traditional IRAs, and then divide that amount by the distribution period to...Read More

Take a look at the many types of retirement plans available in today’s market. Retirement Accounts you Should ConsiderDownloadRead More

Three overlooked benefits of working with a financial advisor. The Benefits of a Financial AdvisorDownloadRead More

Make things easier for the people you love. Why you need an estate plan nowDownload  Read More

 FEATURED IN THIS ISSUE: 1. A 2022 Guide to Key Dates for Retirees  2. Boost Your Retirement Savings for 2022  3. How to Balance Saving for Retirement and Your Kids’ Education  4. Nearing Retirement? Ditch ‘Hidden’ 401(k) Fees  Newsletter SteinbrennerDownloadRead More

10 documents you need to put your affairs in order. All Estate Planning DocumentDownloadRead More