by Beckley & Associates | Feb 6, 2025 | High-Net-Worth & Wealth Planning, Retirement Planning
For individuals approaching retirement, making strategic financial decisions is crucial to ensuring their savings last. One potential strategy to consider is converting traditional retirement accounts into Roth IRAs. This move, when carefully planned, can provide...
by Beckley & Associates | Jun 1, 2023 | Retirement Planning
Welcome to our blog post on required minimum distributions (RMDs) and how they play a crucial role in maximizing your retirement savings. In this article, we will break down the concept of RMDs, discuss recent changes, and explore strategies to minimize their impact...
by Beckley & Associates | May 25, 2023 | Retirement Planning
Hey everybody, Jeff Beckley here with Beckley & Associates. Today, I want to bring you up to speed on an essential aspect of retirement planning: Required Beginning Dates (RBDs). In this blog, we will explore what RBDs are, why they are crucial, recent changes in...
by Beckley & Associates | Feb 24, 2023 | Retirement Planning
Everyone wants to save money on their taxes, and retirees and older adults are no exception. If you’re 50 or older, here are six tax tips that could help you do just that. 1. Standard Deduction for Seniors If you and your spouse are 65 or older and do not...
by Beckley & Associates | Feb 21, 2023 | Retirement Planning
Many 401(k) plans allow taxpayers to make Roth contributions as long as the plan has a designated Roth account. Your plan may also allow you to transfer amounts to the designated Roth account in the plan or borrow money. Check with your employer to find out if your...
