Retirement
August 2022
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’ [...]
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March 2022
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 [...]
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March 2022
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 [...]
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March 2022
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 [...]
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March 2022
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 [...]
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January 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 [...]
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Charitable Giving, Estate Planning, Financial Planning, Insights, Investments, Job Change, Retirement, Stock Options, Taxes
December 2021
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; [...]
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December 2021
How Does the CARES Act Affect the New RMD Rules?
The coronavirus brought about a lot of uncertainty, and even seasoned investors were impacted by the volatile stock market. Retirement investors, in particular, [...]
Read more How Does the CARES Act Affect the New RMD Rules?
December 2021
A Comprehensive Pre-Retirement Checklist
Let’s face it – for many people the term ‘retirement’ doesn’t have the same meaning today as it once did years ago. Wind the clocks [...]
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November 2021
NEW: Colorado’s Secure Savings Program Explained
Most government institutions have put in place a system that allows all employees in these institutions to save up some money from their salaries. Unfortunately, [...]
Read more NEW: Colorado’s Secure Savings Program Explained
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