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Savings

The Pros and Cons of a Roth IRA Conversion

Submitted by Robert Gordon & Associates, Inc on July 21st, 2020

Taxes, whether we admit it or not, drive a lot of our personal finance decisions. Avoiding or lowering them can influence where we choose to live, what kind of car we buy, where we send our children to school, whether we purchase a house, and many other everyday decisions. Everyone tries to limit the amount of taxes they pay. Taxes play a large role when we invest for retirement, as well.

Tags:
  • Budget
  • CFP®
  • Debt
  • Estate Planning
  • Financial Planning
  • Investing
  • Long-Term Planning
  • Retirement
  • Savings
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5 Reasons Roth IRAs Won’t Be Taxed

Submitted by Robert Gordon & Associates, Inc on July 20th, 2020

The rationale for speculation over taxing Roth IRA withdrawals is that the tax break looks far too generous. Other tax-sheltered retirement plans, after all, are merely tax-deferred—meaning you’ll pay taxes on them eventually. The earnings on Roth IRAs are effectively tax-exempt.

Tags:
  • CFP®
  • Estate Planning
  • Financial Planning
  • Investing
  • Retirement
  • ROTH
  • Savings
  • Traditional IRA
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What is a Health Savings Account?

Submitted by Robert Gordon & Associates, Inc on October 11th, 2018

Let’s face it, medical expenses can have a major impact on your budget, especially as you get older.

If you’ve heard about a Health Savings Account or maybe your work offers one, then it just may make sense to give it some serious consideration – and, in my opinion, it typically makes a lot of sense.

Tags:
  • Budget
  • HSA
  • Medical
  • Savings
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4 Ways to Deal With Debt in Retirement

Submitted by Robert Gordon & Associates, Inc on August 29th, 2018

Dealing with debt is nerve-racking, but debt when you’re approaching retirement can be downright scary. The conventional wisdom is that you should try to retire debt-free, but fewer and fewer people are actually doing that.

Tags:
  • Budget
  • Debt
  • Savings
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