The Modern Investor

Written by Human Advisors, for Human Investors

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Annual Letters 1
Bonds 8
Business Owners 2
Cash Management 6
Economy 7
Education Planning 3
Financial Planning 6
Forecasting 5
Housing 2
Interest Rates 1
Investing 32
Legacy Planning 1
Market Data 7
Quarterly Commentary 4
Retirement Plans & Planning 12
Risk Management 1
Stocks 18
Tax Planning 9

Eric Blattner 8/4/23 Eric Blattner 8/4/23

Earn too much for a Roth IRA? Two considerations before you use the ‘backdoor’ Roth IRA.

The backdoor Roth IRA strategy can be an effective way for high-income individuals and families to save for retirement. Be careful to avoid common pitfalls that might create unexpected and unwanted taxes. Consider all your options and try to think holistically about retirement – few if any solutions are one-size-fits-all.

Eric Blattner 3/9/23 Eric Blattner 3/9/23

New Employer? Things to Consider Regarding the Old Retirement Plan.

You have a new employer. What should you do with the old 401(k) or retirement plan assets? Leave it where it is, bring to the new employer’s plan, or rollover into an IRA? Here are some of the key considerations around taxes, investment options, and fees, as well as a few other items to take into account.