Whitaker Myers
NUMBER ONE INDICATOR OF WEALTH
Before we answer this question, ponder to yourself what you think the number one indictor would be for building wealth and having a...
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Logan Doup
Mar 16, 20222 min read
HEALTH SAVINGS ACCOUNT BASICS
A Health Savings Account (HSA) is a tax advantage savings account that is created for people who have high-deductible health insurance...
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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
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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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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