Doom & Gloom or Continued Growth? [Matt’s Minutes August 2018]

Posted on September 7, 2018

Matt gets into his thoughts about the recent media noise in addition to the mid-term election, GDP, private equity firms and more in this month's short clip. No time to watch? Click here for the closed captions.

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Meet Our RB Family: Sharon

Posted on August 14, 2018
Richmond Brothers team is the almond butter to our jelly, the Simon to our Garfunkel, the wind to our wings. Without our team we never could have accomplished all we have today. It has been some time since we publicly thanked each and every one of them for all they have done, so we wanted to take the next few months to showcase our “peeps” and why they are so important to us. We hope you enjoy these posts as a way to really get to know those that make up your financial cheerleading team, too. –Tara...

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Matt’s Minutes July 2018

Posted on August 3, 2018

Matt discusses GDP and tariffs in this month's Matt's Minutes video clip. In addition, he covers an important reminder for our clients regarding our communications. 

Rather read than watch? Download the Closed Captions here.

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“Back Door” Roth IRAs Officially Get Green Light from IRS

Posted on July 27, 2018

The IRS recently published some great news, especially for high income earners, regarding "back-door" Roth IRAs.

For those of you that are unfamiliar with this term, the back-door Roth allows high income earners to bypass the Roth IRA contribution income limits. It works like this: if you are under 70.5 years of age, you can make a nondeductible traditional IRA contribution. For 2018, you can contribute up to $5,500 ($6,500 if you are 50 or over). Your high income is not a problem as there are no income limits on nondeductible traditional IRA contributions. Next, you convert your 2018 traditional...

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Tariffs & Trade War - Matt’s Minutes June 2018

Posted on July 6, 2018

Matt Curfman, CFP®, President & Co-Owner of Richmond Brothers, Inc. covers how the markets fared the first half of 2018 and what Richmond Brothers thinks as talks of tariffs and trade wars are upon us.

Don't have 5 minutes to watch? You may access the closed captions here.  

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