Nick Defenthaler | Source | CFP®, RICP® Partner, Certified Financial Planner at Center for Financial Plan...
Nick Defenthaler
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For folks where it’s on the bubble of whether their retirement plan is going to work, it can be worth it to work — and that doesn’t mean full time. Part-time work will reduce what you have to take from your overall portfolio
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Advising Clients on Using a Backdoor Roth IRA
More income is always better, but it does come with at least one drawback: The IRS does not allow high earners to contribute to a Roth IRA. Single filers earning $139,000 or more and married filers earning $206,000 or more cannot contribute to a Roth IRA in 2020. This means your high earning clients
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Here's what part-time work means for retirees' portfolios, Social Security and Medicare
Financial advisors say it's important to know how that extra income could impact other facets of your life as an older American — including your nest egg, Social Security and Medicare.
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America's Top Next-Generation Wealth Advisors, State-By-State
Forbes/SHOOK: America's Top Next-Generation Wealth Advisors, State-By-State
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Center for Financial Planning (https://https://www.centerfinplan.com/tim-wyman)
CFP®, RICP® Partner, Certified Financial Planner