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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.
Full story
The Benefits of a Mega Backdoor Roth IRA
by
Camille Blomdahl
Director of Client Services
WealthTrace
The Mega Backdoor Roth strategy could allow you to save an additional $46,000 per year into a Roth IRA or a Roth 401(k).
Full story
When Gifting a Stock Makes Sense
by
Camille Blomdahl
Director of Client Services
WealthTrace
Gifting stocks to your children can help give them a good foundation for their financial future. When deciding which stock to gift, tax professionals typically advise to gift the stock with the highest gain.
Full story
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