January 2022

Tax Planning for Retirement Plans: The Underestimated Value of Social Security

Leave a Comment / Blog, Individual Strategies /

A common retirement planning myth is that Social Security benefits won’t be around for much longer. Generation X, Millennials, and Gen Z are jokingly told not to worry about Social Security because they’re not going to get any. However, the fact is that the funds that we currently have earmarked for Social Security should last […]

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Tax Planning for Retirement Plans: Roth IRAs and the Five-Year Rule

Leave a Comment / Blog, Business Strategies, Individual Strategies, Investments /

Roth IRAs have become a popular option for flexible retirement planning. A benefit to this type of retirement account is the fact that contributions to a Roth IRA are always made with after-tax dollars. Because the contributions in a Roth IRA have already been taxed, withdrawals from that account are not taxable. Even if the

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