Retirement is hard. Knowledge is the first step.

  • Income In Retirement

    Income In Retirement

    Let’s imagine that you are 61 years old and ready to retire. You put in your notice, and on January 1, 2023, after 40 years of working, you will retire! You have made all the calculations, and you are confident that you will have enough money for income in retirement....

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  • What Is a Backdoor Roth IRA Contribution?

    What Is a Backdoor Roth IRA Contribution?

    A Roth IRA can be a great vehicle to save money for retirement. The backdoor Roth IRA contribution is a way to fund a Roth IRA if your income disqualifies you from making a normal contribution. The Internal Revenue Service...

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  • Consequences of Inheriting an IRA

    Consequences of Inheriting an IRA

    A recent study projected that around $72 trillion in assets would be transferred to heirs by 2045 (Cerulli Associates, 2022). In 2023, the federal estate gift tax exclusion is $12.92 million for an individual and $25.84 million for a couple (Internal Revenue Service,...

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