Saturday, September 17, 2022

Roth Conversions: What is it and how to do one?

Roth conversions are an underutilized tools that can help higher income families who don't qualify for a Roth IRA contribution to participate in the Roth.

Government Pension Offset (GPO) – What you need to know

The Government Pension Offset or GPO catches many state and federal employees off guard, especially if they have a spouse that may receive Social Security.

Retirement Pension Payment: Lump-Sum or Monthly Annuity?

If you are nearing retirement and are entitled to receive a government or corporate pension, you may be faced with the difficult task of...

5 Tips To Help Maximize Social Security

Most workers today aim to retire between the ages of 62 and 65–but will this be a good decision for you? If you are...

Are You Financially Ready for Retirement?

Looking forward to retirement is something that many of us get excited about. We anticipate spending more time with family and on our hobbies,...

Market Update for June

Greetings friends, This has been an interesting year, hasn't it? The stock market hasn't been fun at all over the past few months. I feel...

Income-Based Repayment (IBR) Guide

Income-Based Repayment (IBR) is one of the most widely available and use income-driven repayment plan options offered by the U.S. Department of Education. It...

Episode #1 – 5 Biggest Financial Mistakes College-Bound Families Make

In case you didn't know it, college is expensive. It just is. With college costing between $25,000 to $100,000 a year (for most families),...

Latest news

Roth Conversions: What is it and how to do one?

Roth conversions are an underutilized tools that can help higher income families who don't qualify for a Roth IRA contribution to participate in the Roth.
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Government Pension Offset (GPO) – What you need to know

The Government Pension Offset or GPO catches many state and federal employees off guard, especially if they have a spouse that may receive Social Security.

Retirement Pension Payment: Lump-Sum or Monthly Annuity?

If you are nearing retirement and are entitled to receive a government or corporate pension, you may be faced...

Must read

Roth Conversions: What is it and how to do one?

Roth conversions are an underutilized tools that can help higher income families who don't qualify for a Roth IRA contribution to participate in the Roth.

Government Pension Offset (GPO) – What you need to know

The Government Pension Offset or GPO catches many state and federal employees off guard, especially if they have a spouse that may receive Social Security.