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Exploring IRA Options: Traditional vs. Roth IRAs
Selecting the right Individual Retirement Account (IRA) is a crucial step for your financial future. With various options available, including Traditional and Roth IRAs, it's essential to understand the unique features and benefits of each. Below we'll compare...
Understanding 401(k) Basics: Your Path to Retirement Savings
As you journey towards retirement, understanding the fundamentals of retirement savings vehicles like 401(k) plans and IRAs is essential. These fundamentals will help empower individuals with the knowledge and tools they need to navigate the complexities of retirement...
Dow Jones Briefly Hits Historic High: A Snapshot of the Market Milestone
The Dow Jones Industrial Average (Dow) recently achieved a significant milestone by briefly crossing 40,000 points for the first time in its history on May 16th, 2024. The next day, Friday, May 17th, the Dow closed above 40,000 points for the first time. This brought...
Leaving a Legacy: Tax Savings for Your Heirs
Watch this free clip from the "Estate Planning in Your Retirement" online course. Shane Perry, a TRS financial planner and course instructor, walks us through three possible scenarios for inheriting IRA accounts. With careful tax planning, Mark has the...
Could a Roth Conversion Help Optimize Your Retirement Plan?
Roth conversions can be a powerful retirement-planning strategy. Watch this clip from Retirement University's online course, "Tax-Saving Strategies in Retirement” to learn how Roth conversions could potentially fit into your retirement plan. What is a Roth...
Learn to Avoid This Common Social Security Trap
Retirement is your time to enjoy the things you postponed during your working years. Many of our clients enjoy being able to travel and indulge in the things they have saved for so diligently. Sometimes, paying for a long-awaited trip means withdrawing more...
Embrace Spring: 10 Active and Enriching Activities
As spring approaches, it’s a great time to get outside with activities that promote physical health, social connection, and mental well-being. Here’s a list of enriching spring-time activities tailored specifically for you: Nature Walks: Take advantage of local parks...
Tax Strategies Throughout Your Retirement
Your retirement will be as unique as you are. As we work with our clients at TRS, we tend to see our clients' priorities change and evolve throughout their retirement years. When you start to plan for your own retirement, we encourage you to consider four different...
Navigating the World of Ear Health: Insights from Dr. Hillary R. Perry
Introduction: In our exploration of ear health, we've embarked on a journey with Hillary R. Perry, an esteemed audiologist, to unravel the complexities surrounding hearing loss and the diverse world of hearing aids. This comprehensive guide combines...
6 Tips on Estate Planning
Are you considering passing down your assets to the next generation? Explore effective strategies for transferring your wealth, initiate the estate-planning process, and discover how estate planning can potentially minimize your tax obligations. Read these tips below...
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