Dexter Grosse Pointe Michigan Financial Planner Financial Advisor Investment Management
In previous posts, we have discussed Roth conversions being a potential option when you have phased out of the contribution limits for a Roth IRA. Today, we will be discussing another type of Roth conversion called a mega backdoor Roth contribution. A mega backdoor Roth IRA involves making a non-Roth, after-tax contribution to a 401(k) …
Am I Eligible for a Mega Backdoor Roth IRA Contribution?Read More
While many costs go down in retirement, health care continues to creep up, occupying substantial financial resources as well as time. In this informative webinar, Melissa Joy, CFP®, and Cameron Giardini of Giardini Medicare will discuss trends in longevity as well as planning strategies that help to meet the needs of aging retirees. We will …
Episode 20: Financial Advisor Melissa Fradenburg on Achieving Financial Independence, Claiming What’s Yours, and Handling Life’s Transitions Melissa Fradenburg is a wife, a mom of two, and a financial advisor at Pearl Planning who specializes in helping women figure out their finances at any stage in their life. She wants women to be less scared …
Women We Love Wednesday- Episode 20 Guest Melissa FradenburgRead More
Roth assets are treasured for their tax-exempt status, but many Americans with high incomes are phased out from Roth IRA contributions due to income limits. Fortunately, an alternative strategy known as the Backdoor Roth IRA can expand the accessibility of Roth IRA contributions if you have passed Roth contribution income thresholds. What is a Backdoor …
As a business owner there are many important decisions to make. Finding the right retirement plan for your business is one of these key decisions. The retirement plan you select can have a large impact on recruiting and retaining great employees, the company tax situation and accelerating retirement savings for owners and employees. Below we …
Selecting the Right Retirement Plan for Your BusinessRead More
Are you nearing retirement and looking for guidance on Social Security decisions? In this informative 20-minute webinar, Melissa Joy, CFP® founder of Pearl Planning, and Melissa Fradenburg, Financial Advisor, RJFS will help you understand the basics of Social Security as well as share strategies that can potentially increase Social Security Income over time. In this …
