Articles tagged "retirement" - Resource Consulting Group

Roth IRAs – Could You Benefit from a Conversion?

September 22, 2020
Kimberly Sterling
Articles

Roth conversion questions are bubbling up with the concern that personal tax rates will be higher in the future. While we can’t predict when taxes may go up, they are certainly the lowest they’ve been in many years. So, it’s natural to wonder: What circumstances might make a Roth conversion beneficial?

'Tis the Season

November 20, 2019
Amy Davis
Articles

The holiday season is upon us and our mailboxes are not only filling up with catalogs and holiday cards but also requests from charities to make a gift before year-end. As we celebrate with our loved ones, we tend to think a little more about those who are less fortunate, and many charitable organizations see a substantial spike in donations.

Taking Social Security: The Early or Late Debate

August 29, 2018
Kimberly Sterling
Articles

Social Security benefits are a pension plan of sorts. You have a variety of options: take the money early, take it at full retirement age (FRA), or take it later. If you are approaching age 62, this is a critical time for making that decision and RCG can help – especially with the knowledge and wisdom.

Roth IRA Conversion: What We're Thinking

January 20, 2010
Articles

Three situations collectively offer a strong chance of a long-term benefit from converting to a Roth IRA.