Articles
How to Interview a Financial Advisor
Interviewing a financial advisor is a critical step in finding the right professional to manage your financial well-being. Financial advisors often have various titles like wealth advisor or financial planner, but their services, skills and fees may differ. For this...
How Does Income Affect Medicare Premiums?
Medicare premiums can be influenced by income through a mechanism known as Income-Related Monthly Adjustment Amounts (IRMAA). Medicare is a federal health insurance program primarily for individuals aged 65 and older, as well as certain younger individuals with...
Net Unrealized Appreciation Tax Planning Strategy
What is NUA? NUA stands for Net Unrealized Appreciation, which is a tax benefit available to individuals who hold employer stock within their employer-sponsored retirement plan, such as a 401(k). NUA allows you to potentially reduce your tax liability when...
How does the debt ceiling impact me?
The debt ceiling is a limit set by Congress on the amount of money the federal government can borrow to finance its operations and pay its debts. If the debt ceiling is not raised and the federal government is unable to borrow more money, it may not be able to meet...
Is a backdoor Roth IRA right for me?
A backdoor Roth IRA is a way for individuals who exceed the income limit to contribute to a Roth IRA. The main reason someone might want to do a backdoor Roth IRA is to take advantage of the tax-free growth and withdrawals that are associated with a Roth IRA....
5 Critical Inflation Questions
Check out our recent feature in MarketWatch on the 5 questions you should ask your financial planner about inflation: https://www.marketwatch.com/story/5-questions-to-ask-your-financial-adviser-right-now-about-inflation-11667365918
