https://youtu.be/w6_oyY4kefo Congratulations! You just moved workplaces or retired. Now, what do you do with that old 401(k)? In the second installment of the Jake’s Take “Back 2 Basics” series, Castlepoint Partner and Advisor Jake Weatherford, CFP®, lets you know you...
Retirement Savings & Income
529 to Roth IRA: What to Do When You Have Extra Funds!
What happens if you don’t use all of your 529 account funds and there’s no school to be paid for? Castlepoint Partner and Advisor Jake Weatherford, CFP®, explains a new rule from the Secure Act 2.0 that will let you roll your 529 into a Roth IRA.
7 Things to Ask Before Asking “Can I Retire?”
Every year, thousands of people ask the big question – “Can I retire?” But is that even the right question to ask? Castlepoint CEO Kendall King says there are seven questions to ask yourself before asking if you can retire.
2022 Portfolio Performance and the Future of Social Security
As we continue to march into a new year, Castlepoint Partner Jake Weatherford, CFP®, and Castlepoint Portfolio Manager Adam Lee, CFA® provide perspective on your portfolio’s performance in 2022, as well as what Social Security may look like in the coming years.
Three Simple Things You Should Know About 2022 Tax Documents
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.
6 Tips for High-Income Earners with a 401(k)
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.
What are RMDs?
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.
Don’t Miss These Smart Tax Moves Before It’s Too Late
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.
Beware the Beasts of Medicare Part D
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.
The Advantages of Backdoor Roth IRA Conversions
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.