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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“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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Dan “Promoted” to Ed Slott Master Elite IRA Groupâ„  Member

Posted on June 28, 2018

We want to officially congratulate Dan Vredeveld, CFP®, on his recent "promotion" (if you will) with Ed Slott & Company. Dan became an Elite IRA Group℠ member back in 2015. For those of you unfamiliar with what exactly an Elite Advisor is, check out this quick video from Ed Slott that explains more here. 

Over the last three years, Dan has been to numerous conferences to continue his education about IRAs and tax laws specifically. Each year he must complete and pass exams to remain a member of the group. Having time under...

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Matt Completes More Advanced Training with Ed Slott and Company, LLC

Posted on May 25, 2018

Matt recently completed his semiannual training with America’s IRA Experts at Ed Slott and Company, LLC in Philadelphia May 17-19, 2018. The workshop, which was attended by members of Ed Slott’s Master Elite IRA Advisor Group℠, provided in-depth technical training on advanced retirement account planning strategies and estate planning techniques, as well as an update on the impact of the Tax Cuts and Jobs Act and Bipartisan Budget Act of 2018 on retirement planning. 

“From lower tax rates and the elimination of Roth IRA recharacterizations to the doubling of the estate, gift and...

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