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How To Do A Backdoor Roth IRA Contribution “Safely”

by Justin Knapp | Aug 20, 2015 | Financial Planning Perspectives

Since the income limits on Roth conversions were removed in 2010, higher-income individuals who are not eligible to make a Roth IRA contribution have been able to make an indirect “backdoor Roth contribution” instead, by simply contributing to a non-deductible IRA...

Social Security and Government Employees: Part 1

by Justin Knapp | Aug 20, 2015 | Financial Planning Perspectives

An advisor who can provide good retirement planning information to government employees can be of enormous value, particularly when it comes to Social Security.  The truth is that very few people really understand how Social Security integrates with “non-covered”...

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