Latest Articles
Tue, Sep 26, 2023
Tax-Advantaged Ways to Gift Money to Heirs
Consider these 3 ways to gift money to your heirs—without racking up your tax bill.
Wed, Sep 20, 2023
The Tax Cuts and Jobs Act Will Go Away after 2025. Here’s How to Prepare.
Several tax cuts and exemptions could disappear overnight when the Tax Cuts and Jobs Act goes away after 2025. So, what should you do? Plan ahead, and discover the actions you can take now to ease the burden later.
Wed, Sep 13, 2023
Planning to Do a Backdoor Roth IRA? Here's How to Get Your Tax Reporting Right
Don’t let your backdoor Roth IRA backfire on you! Make sure you have the correct documents and process in place when it comes time to report your backdoor Roth IRA to the IRS—here’s what you’ll need, and how to do it.
Wed, Aug 30, 2023
A Countdown to Retirement
Once you retire—whether it’s 10 years from now, 5 years, or right around the corner—you’ll probably be glad you followed a year-by-year punch list. Follow these simple steps to prepare for liftoff!
Tue, Aug 15, 2023
What Does Performance Attribution Tell You About Your Portfolio?
How do you know what's working in your portfolio? Performance isn't just about the total returns. You need attribution analysis to sniff out which ingredients mattered.
Tue, Aug 8, 2023
The MEGA Backdoor Roth: How to Save An Extra $43,500 Each Year
You may have heard of the “backdoor Roth IRA” strategy that high-earners use save on taxes in retirement, but do you know about the MEGA backdoor Roth? Learn what it is, how it works, and whether you qualify for this major money-saving tool.
Special Report
6 Sources of Retirement Income
Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.