Jun 15, 2024 | Retirement Planning
Written by: Tricia Rosen, CFP®, MBA, EA, Principal of Access Financial Planning, LLC Checklist for Retirement Readiness It can feel overwhelming to try to think of all the factors that go into setting yourself up for success in retirement. A checklist for retirement...
May 1, 2024 | Retirement Planning, Tax Planning
Written by: Tricia Rosen, CFP®, MBA, EA, Principal of Access Financial Planning, LLC 4 Hidden Taxes in Retirement If you thought understanding your tax obligation while you were working was complex, just wait until you start retirement. There are 4 hidden taxes in...
Nov 26, 2021 | Retirement Planning, Tax Planning
Although Roth IRA accounts were first established over 20 years ago, the way Roth accounts work is not as well-known as it should be. Roth conversions are even less well-known than Roth contributions, yet they can be even more beneficial than a direct contribution to...
Nov 15, 2020 | Investments, Retirement Planning
In the good old days, when you retired it was likely you would be entitled to receive a pension for the rest of your life. It made the financial transition from getting a regular paycheck to retirement years more predictable and less stressful. But now, pension plans...
Mar 8, 2018 | Retirement Planning
You’re an entrepreneur and you’re not looking back. You’ve found some success and now you want to start thinking about funding a retirement plan for yourself, and perhaps for employees of your company as well. Chosing the right type of plan, understanding how to...
