by Ashley Micciche | Mar 5, 2020 | IRAs, YouTube
KEY TAKEAWAYS If you’ve been told for years that you make too much money to contribute to a Roth IRA, there is a perfectly legal little loophole that will allow you to contribute to your Roth through what’s called a backdoor Roth IRA contribution. Mind...
by Ashley Micciche | Nov 4, 2019 | IRAs, YouTube
KEY TAKEAWAYS It’s the most wonderful time of the year. Do you know what that means? Not Christmas…It’s our RMD (Required Minimum Distribution) season! If you are 70½ or older and you have IRA accounts, you must take money out of your account before the...
by Ashley Micciche | Jan 1, 2019 | Retirement
Articles and ideas to help you live a fulfilled and financially secure retirement! In this month’s Retirement Roundup, we’ve curated our favorite articles from around the web to help you live a fulfilled and financially secure retirement! We start off with a brief...
by Ashley Micciche | Dec 11, 2018 | 401k, YouTube
Key Takeaways In today’s blog post and video, we’re talking about the 401k & IRA contribution limits that are increasing in 2019! 401(k) contribution limit increases to $19,000 (<age 50) & $25,000 (age 50+) Annual additions limit increases to...
by Ashley Micciche | Dec 4, 2018 | Retirement
Articles and ideas to help you live a fulfilled and financially secure retirement! In this month’s Retirement Roundup, we’ve curated our favorite articles from around the web to help you live a fulfilled and financially secure retirement! We start off with an...