403(b)

Ask An Advisor Series - Retirement and Investments

Ask An Advisor Series - Retirement and Investments

Should I rollover my 403(b) into a 401(k) or IRA? How can I buy oil as an investment? Which is the most tax-friendly account to distribute from? Should I use lifecycle funds or choose my own investments within my company's retirement plan? I recently inherited some annuities, is there a way to put a "floor under the market" to protect against a downturn in the stock market? 

A ROTH IRA SAVINGS STRATEGY FOR HIGH-INCOME INVESTORS

A ROTH IRA SAVINGS STRATEGY FOR HIGH-INCOME INVESTORS

Raise your hand if you like paying more in taxes than you need to?  Yeah, I didn’t think so… If your answer is like most Americans and you make a sizable income, then a backdoor Roth IRA is a strategy you may want to consider. However, before explaining how to unlock this financial planning tool to your advantage, it is important to know the following Roth IRA phaseout limits set forth by the IRS...