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What Issues Should I Consider Before I Retire?

This checklist covers 32 of the most important planning issues to identify and consider for a client who is about to retire.

Should I Inherit My Deceased Spouse’s Traditional IRA?

There are a few options a client can consider when they inherit an IRA from their spouse. The best option for our clients will depend upon a

Should I Contribute To My Roth IRA Vs My Traditional IRA?

When saving for retirement, clients will often ask which account they should be making contributions to – a traditional IRA or a Roth IRA?

"Should I contribute to my Roth 401(k)?"

Should I contribute to my Roth 401(k)? Many clients may have the opportunity to contribute to a designated Roth account in their 401(k) but

What documents do I need to keep on file?

What documents do I need to keep on file? Clients are often confused as to what documents to keep in their files. Records relating to tax

What issues should I consider when starting a new job?

When a client starts a new job, this shift can come with a number of changes that might impact their financial situation, both in positive a

As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?

Reviewing a client’s tax return can always be an informative exercise to ensure we understand all sources of income and tax liabilities

Will My Roth IRA Conversion Be Penalty Free?

Converting a portion of an IRA to a Roth IRA is a complex process that involves many moving parts.

Should I Roll Over My Dormant Traditional 401k

Common IRA and 401(k) features and differences Net Unrealized Appreciation options Age-based distribution options Taxes and penalties in...

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