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May 31, 2026

What You Should Know About the New Jersey “Exit Tax”

May 31, 2026

Thinking of leaving New Jersey to embark on retirement in less-expensive environs? You’ll need to account for the state’s "exit tax" when doing so.

May 31, 2026

May 14, 2026

Sequence of Returns Risk: How This Can Ruin Retirement Dreams

May 14, 2026

What risk is involved when it comes to early retirement market downturns? Which financial planning tools can help mitigate sequence of returns risk? Read on to find out!

May 14, 2026

January 7, 2026

Biggest Retiree Expenses and How to Minimize Them

January 7, 2026

According to recent BLS data, retiree expenses ring in at over $5k a month. Here are the biggest expenditures and strategies for how to minimize them.

January 7, 2026

October 28, 2025

Bear Markets: What They Are and How to Invest in Them

October 28, 2025

Investing in a bear market is often a scary thing, but you can rely on several techniques to mitigate potential losses. Read this post to learn all about them and more!

October 28, 2025

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Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 10/9/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 10/9/26

10 Things to Know About 529-to-Roth IRA Rollovers

Wondering what to do with leftover 529 funds? Learn how Roth IRA rollovers work and about rules that can affect your transfer.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 7/24/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 7/24/26

Backdoor Roth IRAs: Are They Right for You?

Can’t contribute to a Roth IRA because your income exceeds IRS thresholds? If so, consider a backdoor Roth IRA instead.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 7/5/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 7/5/26

IRAs Explained: Types, Rules, and How to Choose the Right One

Your guide to IRAs: how Traditional, Roth, SEP, SIMPLE, and spousal accounts work, plus 2026 contribution limits, Roth conversions, and inherited IRA rules.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 6/22/26 Bill Stavros, Reviewed by Benjamin Stark, CFP® 6/22/26

Mega Backdoor Roth IRA: How It Works

Higher earners can contribute up to $47,500 of additional Roth dollars in 2026 via the mega backdoor Roth—if their 401(k) plan permits it. Here’s how it works.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 5/4/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 5/4/26

Inherited IRA Rules: What Beneficiaries Need to Know

Laws surrounding inherited IRAs are often very complicated—and mistakes are costly! Read our post to steer clear of any unpleasant surprises in this regard.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 4/16/26 Bill Stavros, Reviewed by Benjamin Stark, CFP® 4/16/26

What is a Roth IRA, and How Does It Work?

Find out what a Roth IRA is, how it works, how to determine if it's a suitable investment for you, and much more in this article.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 4/16/26 Bill Stavros, Reviewed by Benjamin Stark, CFP® 4/16/26

What is a Traditional IRA, and How Does it Work?

Learn how a traditional IRA works, how to open one, if it's a suitable investment for you, and much more in this article.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 1/26/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 1/26/26

Roth IRA Conversions: Rules, Restrictions, and Taxes

Here’s everything you need to know about Roth IRA conversions, including the circumstances making this investment strategy most appealing.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 9/21/25 Bill Stavros, Reviewed by Benjamin Stark, CFP® 9/21/25

Self-Directed IRA (SDIRA): How it Works and How to Open One

Learn what exactly a self-directed IRA is, the advantages and risks of owning one, and how to determine if this type of investment is right for you.