Taxes
Mega-Backdoor Roth IRA: A Comprehensive Guide to How it Works
Every now and then, in the far reaches of the retirement savings world, there is an oddball angle that can really make a positive difference in investors’ [...]
Read more Mega-Backdoor Roth IRA: A Comprehensive Guide to How it Works
Tax Time 2022: All the Changes You Need to Know
Change in the Air: Higher Taxes There’s no mistaking that the world has gone through monumental changes in the past 2 years since the COVID-19 Crisis [...]
Read more Tax Time 2022: All the Changes You Need to Know
Creating a Paycheck in Retirement: Stream Cash, Not Shows
In our experience, even clients who clearly have enough assets to support their lifestyle still worry about running out of money. It’s a natural, human [...]
Read more Creating a Paycheck in Retirement: Stream Cash, Not Shows
The Ultimate Guide to Long-Term Care Insurance
Up until the COVID Crisis of 2020, the world had seen a relatively calm and peaceful existence for the better part of a decade. The last period of uncertainty was [...]
Read more The Ultimate Guide to Long-Term Care Insurance
How Many Retirement Accounts Do You Have?
Did you know that most people have several retirement accounts that they are unaware of? Many professionals retire without their full savings amount because these [...]
Read more How Many Retirement Accounts Do You Have?
Is it Time to Do a Roth IRA Conversion?
One of the most frequently asked questions we get here at Infinium is, “Should I do a Roth Conversion?” Today, it’s easier than ever to educate [...]
Read more Is it Time to Do a Roth IRA Conversion?
When Should I Exercise My Company Stock Options?
When Should You Exercise or Sell Your Company Stock Options? One of the most prolific questions we are asked here at Infinium when a client has stock options. [...]
Read more When Should I Exercise My Company Stock Options?
Big Tax Changes for Colorado 529 Plans in 2022
Until this year, the state of Colorado was one of the very few in the Union that allowed an unlimited state tax deduction for contributions to their sponsored 529 [...]
Read more Big Tax Changes for Colorado 529 Plans in 2022
2022: Retirement Plan Contribution Limit Changes
At least one thing is moving in the right direction for investors; late last year the IRS announced an increase in the employee retirement plan contribution limits [...]
Read more 2022: Retirement Plan Contribution Limit Changes
2021: Year-End Considerations
As 2021 draws to a close, now is the time to tie up any loose ends and set yourself up for a successful 2022. Much of the suggestions in this post are just that; [...]
Read more 2021: Year-End Considerations
Recent posts
-
1970s Inflation: Why Inflation Today is Nothing Like the 1970s
August 18, 2022 -
Sunny, Summer Days
August 15, 2022 -
Mega-Backdoor Roth IRA: A Comprehensive Guide to How it Works
August 10, 2022 -
-
Market Update: The Great Unwinding Road Ahead
June 24, 2022 -
7 Tips to Negotiate Your Best Salary & Benefits Package
June 21, 2022
