Pivot Points
Should I Contribute To A Roth 401(k)?
Roth 401(k)s have become an increasingly popular alternative to traditional 401(k)s, allowing you to make after-tax salary deferrals to your employer plan. You may have the opportunity to contribute to a designated Roth account in your 401(k), but...
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What Issues Should I Consider Before The End Of The Year (2020)
The end of the year provides a number of planning opportunities and issues. Year-end topics can include tax planning, investment and retirement accounts, charitable giving, cash flow and savings, insurance and estate planning. In this checklist, we...
read more Update on TD Ameritrade – Charles Schwab Merger
If you follow financial media at all, it is likely that you have seen news about Schwab buying TD Ameritrade in a $26 billion all-stock deal. Because I custody assets for many of my clients at TD Ameritrade (see postscript for a brief explanation...
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