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Many People Save More Than They Need for Retirement
by
Camille Blomdahl
Director of Client Services
WealthTrace
The average American now thinks they need around $1.46 million to retire. But this is overblown.
Full story
The Benefits of a Mega Backdoor Roth IRA
by
Camille Blomdahl
Director of Client Services
WealthTrace
The Mega Backdoor Roth strategy could allow you to save an additional $46,000 per year into a Roth IRA or a Roth 401(k).
Full story
When Gifting a Stock Makes Sense
by
Camille Blomdahl
Director of Client Services
WealthTrace
Gifting stocks to your children can help give them a good foundation for their financial future. When deciding which stock to gift, tax professionals typically advise to gift the stock with the highest gain.
Full story
What to do With Your 401(k) When You Leave Your Job
by
Camille Blomdahl
Director of Client Services
WealthTrace
Whether you are quitting your job, getting laid off, or you are retiring, figuring out what to do with your 401(k) is an important step.
Full story
A Couple Wants to Build Their Own Retirement Plan
by
Camille Blomdahl
Director of Client Services
WealthTrace
If a retirement calculator doesn’t handles taxes correctly and doesn’t know what they own, it can’t possibly run accurate retirement scenarios.
Full story
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