Retirement Planning resources
Last Call To Fund Your Traditional & Roth IRA For 2021
Spring has arrived which means it’s time to get out your spring cleaning checklist. That doesn’t just mean yard work…
Should You Contribute To a Pre-Tax or Roth 401(K)?
We often get many questions around this time of year regarding the key differences between a Roth and Pre-Tax (Traditional)…
Retirement Inflation-Adjustments for 2022
Happy November everyone! New retirement inflation-adjustments for 2022 have been released, and we want to provide you with a quick…
What to Know About 2021 RMDs
After being waived for 2020, Required Minimum Distributions (RMDs), which are amounts you must take each year from most retirement…
Here Are The Differences Between A Roth and Traditional 401(K)
Have you been hearing more about Roth 401(k)’s lately. There are more and more options in company 401(k)’s recently, including…
The Benefits of Saving Early For Retirement
Combining asset allocation and early regular savings today helps to prevent playing the catch up game tomorrow. Contact Sherman Wealth…
Americans Were Given the Coronavirus Option to Raid Their 401(k). Most Didn’t.
Despite the financial toll of the coronavirus pandemic, few American households have raided their 401(k) retirement accounts to make ends…
Why Now May Be a Good Time to Consider a Roth IRA Conversion
The coronavirus pandemic and the upcoming election has created a great deal of uncertainty for investors. Income tax, furloughs, and…
How Much Retirement Savings Is Enough? Why Couples May Disagree
As couples combine their finances and think about their financial future, its common for the conversation to be uncomfortable or…
IRS Finalizes ABLE Account Regulations: Here’s What to Know
The IRS recently published final regulations for Achieving a Better Life Experience, or ABLE, accounts for disabled Americans. ABLE accounts…
What to Do If You Don’t Have a 401(k)
As the coronavirus sweeps the world and people take a step back to look at their financial picture, they are…
Top 5 Pieces of Financial Advice
As we are all adjusting to the new norm that the coronavirus pandemic has created in our world, we are…