Category: Education

Roth IRA 5-Year Rules

Thad Schlaud

You read that right. There is not one, but two 5-year rules for Roth IRAs. While that may sound confusing, in his latest financial planning blog, Thad Schlaud breaks down what these rules are, how they work, and when they may be relevant to you. Take a look!

Categories: Education, Industry Ideas

Three Essential Components to Your Retirement Plan

Nick Pagano

In any retirement plan three of the main components are lifestyle readiness, investment performance, and debt strategy. If any one of these things are off track, it can have a significant influence on your retirement plan; or at least, your perception of your retirement plan. So, join Nick Pagano this week as he discuss possible ways to strengthen your financial plan, allowing you to sleep more soundly.

Categories: Education, Family, Industry Ideas

Your Money, Your Behavior

Nick Pagano

Join Nick Pagano this week as he kicks off a new Gainplan blog series on Behavioral Finance. A subject that – whether you realize it or not – affects you every day. Pay close attention, as Jeff and Thad will look to add to Nick’s initial thoughts throughout the rest of the year.

Categories: Education, Industry Ideas

Taxes, Taxes, Taxes

Wayne Bell-Warren

The April 18th tax filing deadline is almost upon us. It is a day that cannot come quick enough for some, and others wish would never arrive. Many people find themselves looking for last minute solutions to reduce their tax bill. There are not many, but there is one simple option that is often overlooked.

Categories: Education, Industry Ideas

Social Security and Taxes

Thad Schlaud

For retirees, Social Security is a primary source of income and a vital piece of their financial plan. I think it is sort of like Monopoly; every time you pass go you collect $200 dollars. Unfortunately, social security is not quite that simple. There are a number of nuances and limitations. Today I am going to talk about social security and taxes.

Categories: Education, Industry Ideas