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Why A Roth IRA Is A Great Addition To Your Estate Plan

May 13, 2022

Estate planning is essential for executing your final wishes efficiently and meaningfully. And while wills and trusts are standard tools, it’s possible to optimize accounts you already have to transfer wealth to loved ones effectively. By design, Roth IRAs are tax-efficient savings tools for retirement. But when combined with your greater estate planning goals, they…

Does The 4% Rule Still Hold True for Today’s Retirees?

May 1, 2022

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4% Rule, Retirement Planning

Whether you’re preparing for retirement or already there, you’ve likely heard about the 4% rule. This common retirement rule-of-thumb originated in 1994 and has served as the jumping-off point for millions of retirees since. Does the 4% rule still serve its purpose in today’s changing economic environment? Below we provide an in-depth look at the…

What Is Dollar-Cost Averaging and When Should You Use It?

April 11, 2022

News

dollar-cost averaging, investing

Dollar-cost averaging is a strategy that many investors use. Essentially, when leveraging dollar-cost averaging, investors invest a set amount of money by purchasing a target asset on a set schedule, regardless of current market conditions. The idea behind this approach is that, rather than timing the market, you’re reducing the impact of market ups and…

5 Ways Retirees Get Their Money On Track During Financial Literacy Month

April 1, 2022

News

financial literacy month, personal finance

Did you know that April is Financial Literacy Month? We’re kicking off this exciting season with one of the most frequently asked questions our team at Goepper Burkhardt gets: How can I get back on track after feeling financially out of control? The truth is that it’s impossible to be perfect 100% of the time…

4 Smart Ways To Reduce Your Required Minimum Distributions In 2022

March 11, 2022

News

required minimum distributions

The benefits of contributing to traditional retirement accounts, like a company 401(k) or personal IRA, are numerous, and one of the most significant ones is gaining capital appreciation in tax-deferred accounts. But tax-deferred today doesn’t mean tax-free tomorrow. You contribute with pre-tax dollars in traditional retirement accounts, and your investments grow tax-deferred for decades. But…

7 Last-Minute Tax Tips Retirees Need To Know Before Filing Their 2021 Returns

March 1, 2022

News

Retirement Planning, tax tips

Tax rules and requirements change every year, so it’s essential to stay up to date regarding filing your taxes. Here’s what to keep in mind when filing your 2021 tax return. 1. The Increased Standard Deduction The standard deduction is the universal amount you can deduct from your taxable income. You can either take the…

What Are Beneficiary Designations and Why Are They So Important To Your Estate Plan?

February 14, 2022

News

beneficiary designations

A beneficiary designation is a simple tool that plays a significant role in transferring your assets after you pass. Properly naming beneficiaries is an excellent way to efficiently distribute your assets to the right people. If it’s been a while since you updated your beneficiary designations, now’s the time to double-check that you have the…

5 Clear Signs You Could Retire Tomorrow

February 1, 2022

News

Retirement Planning

Sometimes it’s hard to know when you’re truly “ready” to make a significant transition in your life. When it comes to retirement, it’s not like you have a big flashing sign that alerts you to when you have enough money, you feel emotionally prepared, and you’re excited about the next step. At this point, you…

Coping With Loss of Purpose in Retirement

January 14, 2022

News

When we speak with people nearing retirement, our team has found that one of the most common fears is that people are afraid of losing their purpose. For many, their career and work have given their life purpose and structure. Once they’re retired, they may not know how to fill their newfound free time meaningfully…

Tax Updates & Retirement Savings Contribution Limit Adjustments in 2022

January 3, 2022

News

tax updates, taxes

Tax laws and contribution limits are constantly changing, so it’s essential to keep abreast of new developments each year. Understanding how new tax laws affect you can help you estimate your tax burden in retirement. Tax Law Updates in 2022 There are a few tax law updates to keep in mind going into 2022, including…

News

Why A Roth IRA Is A Great Addition To Your Estate Plan

Does The 4% Rule Still Hold True for Today’s Retirees?

What Is Dollar-Cost Averaging and When Should You Use It?

5 Ways Retirees Get Their Money On Track During Financial Literacy Month

4 Smart Ways To Reduce Your Required Minimum Distributions In 2022

7 Last-Minute Tax Tips Retirees Need To Know Before Filing Their 2021 Returns

What Are Beneficiary Designations and Why Are They So Important To Your Estate Plan?

5 Clear Signs You Could Retire Tomorrow

Coping With Loss of Purpose in Retirement

Tax Updates & Retirement Savings Contribution Limit Adjustments in 2022

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