Griffin Lusk
TARGET DATE MUTUAL FUND WITHDRAWAL STRATEGY ISSUES FOR THE RETIREE OR PRE-RETIREE
I would like to start off with a basic introduction to retirement-based target date and lifecycle mutual funds: Larger mutual fund...
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Kelly Kranstuber
Mar 9, 20222 min read
MY SPOUSE DOESN'T WORK? HOW DO I SAVE FOR THEIR RETIREMENT?
This is a great question that I get quite often. Many married couples have one income earner in the family and in many circumstances,...
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John-Mark Young
Feb 6, 20224 min read
TAX REDUCTION IN RETIREMENT - QUALIFIED CHARITABLE DISTRIBUTION (QCD)
I’m not sure if there is an actual definition of success tax, however if I were to locate one, it might state that the Required Minimum...
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John-Mark Young
Feb 6, 20224 min read
TAX REDUCTION IN RETIREMENT - QUALIFIED CHARITABLE DISTRIBUTION (QCD)
I’m not sure if there is an actual definition of success tax, however if I were to locate one, it might state that the Required Minimum...
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John-Mark Young
Dec 13, 20214 min read
ROTH VS. PRE-TAX (TRADITIONAL) RETIREMENT CONTRIBUTIONS FOR THE 60+ CROWD
Who remembers their senior year of high school? You’ve completed at least 12 years of school already, perhaps even more with pre-school,...
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Griffin Lusk
Aug 23, 20212 min read
MAXING OUT A 401(K) PLAN TOO EARLY
Disclosure: This article will most likely apply to high-income earners or those that are financially healthy and extremely aggressive...
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John-Mark Young
Jul 12, 20214 min read
A LITTLE-KNOWN TRICK TO TURBO CHARGE YOUR ROTH CONTRIBUTIONS
In 1989, Senator Bob Packwood of Oregon, and Senator William Roth of Delaware, proposed the idea of what they termed at the time, the...
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John-Mark Young
May 17, 20213 min read
ROTH CONVERSIONS - IDEAS TO CONSIDER
An all to common scenario in our office is, Client A walks in, has done an excellent job of saving money, presumably enough money to...
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Whitaker Myers
Jul 21, 20205 min read
OPERS MEMBERS - YOU HAVE 3 RETIREMENT PLAN OPTIONS
If you are an OPERS employee, you may or may not already know that you have a choice in the type of retirement plan that you participate...
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Whitaker Myers
Jun 18, 20203 min read
YOUR 401(K) COULD HAVE MORE OPTIONS THAN YOU THINK
For many Americans, a large part of your retirement net worth is contained within your company 401(k) plan. Employer’s encourage this...
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Whitaker Myers
Apr 21, 20204 min read
CARES ACT: RETIREMENT PLAN CHANGES
The COVID-19 virus has changed our lives, at least for the short run, in impactful ways. As financial advisors, none more pressing than...
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Whitaker Myers
Dec 26, 20193 min read
WHAT IS A ROTH IRA?
As one of Dave Ramsey’s Smartvestor Pros, it is common for us to meet clients who have heard Dave talk about using a Roth IRA to save for...
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