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529 Plan Benefits and Roth Rollovers
by
Camille Blomdahl
Director of Client Services
WealthTrace
529 plans can be a strategic and tax-advantaged way to save for educational expenses. Not only do you get to write off of your state taxes in most states, it grows tax-deferred.
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How a Spouse Passing Away Early Impacts Retirement Plans and Taxes
by
Camille Blomdahl
Director of Client Services
WealthTrace
The impact of one spouse passing away on the tax rate for the remaining spouse is often overlooked in retirement planning and your tax rate can increase substantially if this happens. We discuss ways to prepare for this.
Full story
How to Prepare for a Recession
by
Camille Blomdahl
Director of Client Services
WealthTrace
It is important to know how your retirement portfolio will hold up under a recession so you can prepare.
Full story
Determining Which Investments to Withdraw From First
by
Camille Blomdahl
Director of Client Services
WealthTrace
When preparing for retirement, there are many recommendations about how much money to save and where to save it. But many people feel lost as to how to withdraw their funds.
Full story
Many People Save More Than They Need for Retirement
by
Camille Blomdahl
Director of Client Services
WealthTrace
The average American now thinks they need around $1.46 million to retire. But this is overblown.
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