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by in Investment Advisory Services

Understanding Your Financial Advisor’s Credentials

When searching for a financial advisor, you’ll come across enough acronyms to fill a phone book. Financial advice can be a very broad topic, but most advisors narrow down their specialties to fill specific voids.  Think of it like medicine – cardiologists, neurologists, and pediatricians are all doctors, but you wouldn’t visit a cardiologist if […]

by in Investment Advisory Services

CPA vs CFA vs ChFC

If you’ve read anything about the financial advising industry, you’ve surely noticed the overwhelming number of acronyms. Every financial advisor has their own suffix attached to it and separately they can all be very confusing. We’ve discussed CERTIFIED FINANCIAL PLANNER™s (CFP®s) and how they tilt their practice toward individuals and families.  6 Reasons to Hire […]

by in Investment Advisory Services

What the Pro-Rata Rule Means for Your Backdoor Roth IRA

The backdoor Roth IRA pro-rata rule is a little known but highly important regulation that can have significant implications for anyone executing a backdoor Roth IRA conversion. It stipulates how the IRS will treat pre-tax and after-tax contributions when the taxpayer executes a Roth conversion. Creating an individual retirement account (IRA) is one of the […]

by in Investment Advisory Services, Retirement Planning

Mega Backdoor Roth IRA Conversion

A Roth IRA is one of the most popular retirement savings vehicles in America and for good reason. Unlike the traditional IRA or 401(k) plan, Roth vehicles are funded with after-tax dollars and investment growth is tax-free. When you put money into a traditional IRA, you’re taking a tax break now and agreeing to pay […]

by in Investment Advisory Services, Retirement Planning

Three Steps to Execute a Backdoor Roth IRA

A Roth IRA is an excellent way for people to save for their retirement and not have to worry about paying additional taxes in the future. However, it is directly accessible to only a handful of savers. Those who earn above the income limit must execute a backdoor Roth IRA in order to enjoy the […]

by in Investment Advisory Services, Retirement Planning

Backdoor Roth Taxes: What You Should Consider

When it comes to creating a backdoor Roth, the first thing many people take into consideration is backdoor Roth taxes – and rightly so. There are many instances in which an individual might want to open a Roth IRA. These accounts come with a host of perks, including the opportunity to withdraw funds tax-free. However, […]

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