Tag Archives | jeanne sahadi
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CNN Business: Will Congress Kill The Backdoor Roth IRA?

You may have heard that some folks in Congress are threatening to squash the so-called ‘Backdoor Roth IRA,’ as the legislature debates passage of the Build Back Better bill, a multi-trillion dollar social welfare and spending proposal. What exactly is the Backdoor Roth IRA? For a quick overview, check out our recent blog story about Backdoor […]

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Buying A Home Or Refinancing? When A 30-Year Mortgage May Not Be The Best Choice

Buying a new home or refinancing? You’ve probably wondered whether you should get a mortgage, and if so, what kind? That’s one of the most common questions we get from clients. Veteran financial reporter Jeanne Sahadi did a great job exploring the topic for CNN in an October 21 article for CNNBusiness. We talked to her […]

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How To Protect Your Nest Egg From Inflation

Thank you again to CNN’s Jeanne Sahadi for the chance to talk about how to protect your nest egg from inflation and why there is no age at which you can say, “I don’t need growth.” Today’s budding inflation fears remind us how a well-designed portfolio can help protect us from the effects of rising […]

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What You Need To Know About Annuity Taxes Before It’s Too Late

Sad to say, we spend a lot of time trying to get clients out of annuities they’ve purchased elsewhere. Annuities can be extremely costly, and once you’re in, you may not be able to get out for seven or more years without a major hit to your wallet. The sales pitch is always compelling, but […]

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