A new year means it’s once again time for new tax documents and the confusion they often bring. In this video, Castlepoint Advisor Ted Creegan, CFP®, walks us through three simple things you need to know about your 2022 tax documents.
Retirement Savings & Income
Many companies offer a 401(k) as a retirement savings plan. If you’re trying to decide how to invest your 401(k), Castlepoint Partner Jake Weatherford, CFP®, provides six tips that could help high-income earners maximize their 401(k) retirement plan.
RMDs (Required Minimum Distributions) are a necessary topic of conversation when dealing with retirement savings. This video from Castlepoint Advisor Ted Creegan, CFP®, will help you navigate the basics of RMDs.
Oh, what fun it is to save. Wrap up your 2022 financial and tax planning efforts and start preparing for a prosperous new year with these five smart tax-saving tips from Castlepoint CEO Kendall King.
Aetna, Cigna, and WellCare! Oh my! With 23 plans to choose from, picking the right Medicare drug plan during open enrollment can be a beast. If you’re over or near 65 Castlepoint Advisor Kristin Buchman, CFP, has some helpful advice for choosing the right plan for you.
401(k)s, IRAs, and company-sponsored savings plans are not one-size-fits-all retirement options. In this Jake’s Take video, Castlepoint Partner Jake Weatherford discusses the uses and advantages of a retirement savings technique called a backdoor Roth IRA conversion.
Discover the differences between Roth IRAs, Traditional IRAs, and Brokerage Accounts, and how they differ when related to 401Ks.
Q&A with Jake Weatherford: To draw Social Security benefits, recipients need at least 10 years of work