Clay Reynolds
How to manage an Inherited IRA
I’ve inherited an IRA… now what do I do? Inherited IRAs can seem overwhelming when the time comes to inherit one. It seems...
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David Gearhart
Sep 33 min read
Options for Retiring Before 59 ½
Although retiring early, let alone before the penalty-free distribution age of 59 ½, seems like an impossible dream for some, it is...
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Kelly Kranstuber
Jun 32 min read
Roth IRAs and Backdoor Roth IRA Contributions
What is a Roth IRA A Roth IRA is an investment vehicle that allows people to save for retirement using after-tax dollars. Those dollars...
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Nick Allen
Feb 83 min read
Making Up for Lost Time – Funding an IRA for 2023
Each year, as we turn our calendars to January, we brace for the inevitable change that comes with a new year. The IRS has been on a tear...
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Kelly Kranstuber
Dec 19, 20234 min read
Are you 59 ½ or Older and Still Working?
An In-Service Rollover Might Be Right for You Suppose you ever left an employer with a retirement plan you contributed to. In that case,...
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Andrew Young
Dec 7, 20232 min read
Planning Ahead – 2024 Retirement Contribution Limit Changes
The IRS recently announced the changes to the retirement contribution limits for 2024 for the various retirement account types. To make...
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Kelly Kranstuber
Aug 31, 20233 min read
Employer-Sponsored Retirement Plan Options and Considerations for Terminated Employees
You recently left an employer where you were contributing to their 401(k), 403(b), or some other qualified retirement plan. Now what?...
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Logan Doup
May 3, 20235 min read
TAXES ARE IMPACTED BY YOUR SAVINGS & INVESTMENT CHOICES
Your Savings, Investments, & Taxes TAXES. Love or hate them, if you live in the United States of America, you can participate in our...
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Stephen Armstrong
Jan 5, 20233 min read
PLAYING CATCHUP FOR 2022 IRA CONTRIBUTIONS
Happy New Year!! You did it! You survived the gauntlet of Holidays that end each calendar year. With the new year comes new...
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