by lportee53 | Dec 11, 2025 | Retirement
Use this article to start conversations about the “backdoor” Roth IRA strategy.
by lportee53 | Oct 22, 2025 | Retirement
There are things about Social Security that might surprise you.
by lportee53 | Sep 5, 2025 | Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
by lportee53 | Mar 20, 2025 | Retirement
Social Security Fairness Act’s New Chapter The Social Security Fairness Act, signed into law in December 2024, adjusts two longstanding provisions that previously reduced Social Security benefits for certain recipients: the Windfall Elimination Provision (WEP)...
by lportee53 | Dec 26, 2024 | Retirement
Can I Create a Roth if I’m Over the Income Limit Yes, you might be able to create a Roth individual retirement account (IRA) if you’re over the income limit. This strategy involves converting a traditional IRA to a Roth IRA. The idea, often referred to as a “backdoor...
by lportee53 | Dec 19, 2024 | Retirement
Retirement Strategy After a Job Loss Few events are more stressful and disruptive than an unexpected job loss or layoff. For many, it’s a hit not just to finances but also to confidence and sense of self. You’re not alone if you’ve been laid off—or if the idea...
