Retirement Planning

Roth IRA Five Year Rule – Roth IRA Withdrawal Rules

After almost 30 years helping folks navigate their financial planning. And the Roth IRA 5-year rule consistently sparks a barrage of questions. Just last...

Roth IRA Income Limits 2025 & 2026: Your Ultimate Guide to Maxing Out Tax-Free Savings!

Let's get one thing straight: the Roth IRA is one of the most powerful retirement savings tools ever created by Congress. Tax-free growth, tax-free withdrawals in...

The Big Question: Is a Roth IRA Pre-Tax? Are Contributions Tax-Deductible? Spoiler: It’s Not.

Let’s rip the Band-Aid off right away: No, Roth IRA contributions are NOT pre-tax, and they are absolutely NOT tax-deductible. There it is. Plain and simple. If...

Roth IRA Contribution Deadlines for 2025 & 2026: Your No-Panic Guide to Not Missing Out (Or Paying Penalties!)

Ever had that sinking feeling around Tax Day? It's way more common than you think. One of my clients, "Deadline-Danielle," a sharp tech project...

Is a Roth Contributory IRA Your Secret Weapon to Retire Rich?

Did you know that while millions are eligible, a surprising number of Americans are missing out on the powerful tax-free growth a Roth IRA...

Financial Advisor Reveals Roth IRA Conversions Secrets: 7-Step Roth Conversion Roadmap For 2025

This isn't just about taxes; it's about securing financial freedom in retirement. A Roth IRA conversion allows you to move money from traditional pre-tax retirement accounts (like 401(k)s...

Can YOU Contribute to a Roth IRA in 2025? Income Limits & Contribution Caps Explained

Want to make the most of your Roth IRA contributions in 2025? You're in the right place, and it's a smarter move than many realize. As a...

New 2025 RMD Tables For Age 73: Your 2025 Retiree Playbook in 3 Easy Steps

Alright, let's looks into Required Minimum Distributions, or RMDs. If you're cruising into age 73 in 2025, or perhaps you're already there, Uncle Sam has a...
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Adapting Dave Ramsey’s 7 Baby Steps Beyond the Book to Your Real Life (2025 Pro Tips)

You’ve likely heard of Dave Ramsey's 7 Baby Steps. It's a financial plan that has guided millions towards getting out...

12 Best Paying Jobs in REITs TODAY: Insider Salaries & How to Get Hired (2025)

In 2025, flipping fixer-uppers is as old-school as fax machines. If you're chasing wealth that scales, look at where...

What Credit Score Do You Start With? The Surprising Truth About Being Credit Invisible (2025 Guide)

"Michael, what credit score do you start at?" It’s a question I’ve heard countless times in my 25+ years...

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