Retirement

Articles

Retirement Plan Contributions: Traditional vs. Roth - updated for 2026

Choosing a Retirement Plan for Your Medical Clinic

2025 Retirement Contribution Limits Announced

UNDERSTANDING INVESTMENT ACCOUNT TYPES

ACCOUNT TYPES (CHART)

UNUSED 529 PLANS CAN BE ROLLED TO ROTH IRAS

RETIREMENT MATCHING CONTRIBUTIONS INTO ROTH ACCOUNTS

RETIREMENT PLAN CONTRIBUTIONS: TRADITIONAL VS. ROTH

HOW GOOD ARE HEALTH SAVINGS ACCOUNTS (HSA)?

LOOKING AHEAD: ARE ROTH CONVERSIONS GOING AWAY?

HOW TO ASSIGN A BENEFICIARY

PROS AND CONS OF 457(B) PLANS

Podcasts

Traditional vs. Roth Retirement Plans

Backdoor Roth and the Pro Rata Rule

Naming Beneficiaries

What is an HSA?

Rolling 529 Plans Into Roth IRAs

Hospital Retirement Plans

Videos

Backdoor Roth IRA Contributions

IRA, Roth IRA, and Taxable Accounts

ROTH IRA CHANGES FOR 2022 (VIDEO)

SHOULD YOU MAX OUT YOUR RETIREMENT PLAN?