You just won the lottery! Now, you have $2 million to your name, well you'll have to pay taxes, but your ship has come in! Time to tell the boss...
How Much Should I Be Saving For Financial Independence?
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Roth IRA
Why Are You Contributing to A Retirement Plan?
Your retirement plan has many benefits. Your CPA's favorite is likely the tax break you get when you invest in your traditional IRA or your 401k at...
If You Had a Million Dollar Idea, Could You Fund It?
Where do you go when you need to access money? I think it is paramount in any great financial plan that you proactively think about “access.” But, I...
The Complexity Curve
It is never too early to begin meeting with a financial professional. It is a misnomer that you have to have a lot of money to meet with one. Often...
A Roth 401k is NOT a Roth IRA … A Practical Example
Let’s consider that you are contributing to your companies Roth 401k and you do so for a number of years. Eventually, you decide to retire at age...
Please Read Your 401(k) Announcements
In the past several weeks, I have worked with individuals who have had MAJOR announcements regarding their employer retirement plans. Adding Roth...
When to Use 72T Distributions
72T distributions are used to distribute funds from an IRA before you have turned 59 ½ to avoid the 10% early withdrawal rule. These distributions...
The 54-Month Planning Window
Financial planning can take on new obstacles and opportunities for those looking to retire younger. 401k's and IRA's have different rules for taking...
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