Tag: Retirement Planning

Top Five Questions Big Four Accounting Firm Partners Ask Us Prior to Retirement

Presenters will include partner, Presenters will include partner, Bruce Hyde, CPA, MS and wealth advisor, Taylor Thomas, CFP®. Round Table Wealth Management is a New York-based independent registered investment advisory firm founded twenty years ago and now manages in excess of $1 billion of assets.

By |2020-04-20T19:31:40+00:00April 16th, 2020|In the News, Webinars|Comments Off on Top Five Questions Big Four Accounting Firm Partners Ask Us Prior to Retirement

Developing a Pension Maximization Strategy

This paper is the second part of a two-part series. In the first part, we discussed the considerations involved in evaluating different pension options. As follow-up, this second part will discuss whether there is [...]

By |2020-05-11T14:30:25+00:00August 21st, 2019|Attorneys, Blog|Comments Off on Developing a Pension Maximization Strategy

A Pitfall of the “Backdoor” Roth IRA Conversion

Every few months, a reputable financial news website like MarketWatch, CNBC, or The Wall Street Journal releases an article about the benefits of contributing to a non-deductible IRA and converting that contribution to a Roth IRA (a “backdoor” Roth [...]

By |2019-08-15T20:53:14+00:00January 2nd, 2019|Blog|Comments Off on A Pitfall of the “Backdoor” Roth IRA Conversion

Medicare: Understand Your Options and Meet the Deadlines

Are you retiring soon, recently retired or nearing your 65th birthday? If so, you need to understand Medicare and the necessary steps you need to take to ensure proper healthcare coverage in retirement. Even if you don’t fall into [...]

By |2019-07-15T21:28:36+00:00April 16th, 2018|Blog|Comments Off on Medicare: Understand Your Options and Meet the Deadlines

Planning for Retirement—Preparing Your Portfolio

If you are like most people you think about retirement. The closer that day comes the more you may focus on a target date. The determination of that date typically involves both your age and the size of your [...]

By |2019-07-15T20:23:28+00:00December 19th, 2017|Blog|Comments Off on Planning for Retirement—Preparing Your Portfolio