Retegy Blog
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covering everything from budgeting and saving to investing and retirement.
Featured Articles
Build a secure financial future for yourself and your family with our comprehensive resources
on personal financial planning, including tips, tools, and strategies for achieving your financial goals.
“Backdoor” Roth IRAs
If you make too much money to open a Roth IRA, you could create one this way.
You can sum up the appeal of a Roth IRA in three words: federal tax benefit.
Cash Balance Plans
More professional practices (and practice groups) should look into them.
In corporate America, pension plans are fading away. Only 16% of Fortune 500 companies offered them to full-time employees in 2018, according to Willis Towers Watson research. In contrast, legal, medical, accounting, and engineering firms are keeping the spirit of the traditional pension plan alive by adopting cash balance plans.
“Mega Backdoor Roth” – The Definitive Guide
Tax Implications and Benefits of the Mega Backdoor Roth
What is “Mega Backdoor Roth IRA”? It is a financial planning technique that deals with contributing funds to a Roth IRA retirement savings account.
