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.
What are RMDs?
read more
Retirement Savings & Income
Castlepoint Blog: The Point
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.
Roth IRA vs Tradition IRA vs Brokerage Account
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
https://oklahoman-com.cdn.ampproject.org/c/s/oklahoman.com/article/5653081/to-draw-social-security-benefits-recipients-need-at-least-10-years-of-work/amp
Q & A with Kendall King: Year-end is a good time to consider Roth conversions
https://oklahoman.com/article/5646306/year-end-is-a-good-time-to-consider-roth-conversions
Reviewing Retirement Planning at Tax Time
http://www.oklahoman.com/article/5544997?access=f7edf77cd060b332531e4677150feea9&utm_medium=social&utm_source=twitter_theoklahoman
Roth IRA Conversion may be good strategy for many
This article, written by Kendall King, showcase the benefits of Roth and Traditional IRA's and IRA conversions. Click to read.
Authors
Kendall King
Jake Weatherford
Kristen Buchman
Drew Garner
Adam Lee
