Choppy Markets [Matt’s Minutes]

Posted on December 7, 2018

Matt discusses the recent market rollercoaster and emotional driven investment decisions in this edition of Matt's Minutes. 

No time to watch? Grab the Closed Captions here!

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Top 5 Social Security Stats [Social Security Seconds]

Posted on November 17, 2018

Dan discusses his top 5 stats from a recent USA Today article on Social Security statistics: https://www.usatoday.com/story/money/personalfinance/2018/11/04/surprising-statistics-social-security-retirement-planning/38236151/ in this short clip.

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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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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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