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Using Real Estate to Fund Retirement
by
Camille Blomdahl
Director of Client Services
WealthTrace
There are plenty of stories of people outliving their retirement savings, especially if they live long past their life expectancy. One way to make ends meet at that point is to sell your home or take equity out of it.
Full story
The Benefits of a Solo 401(k)
by
Doug Carey, CFA
President
WealthTrace
The sole proprietor 401(k) (better known as a Solo 401(k)) is a retirement plan specifically designed for small-business owners who do not have any employees. The contribution limits are more than typical 401(k) plans
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Taxes Are Set to Increase in 2026: Plan Now
by
Doug Carey, CFA
President
WealthTrace
In 2017, the Tax Cuts and Jobs Act (TCJA) was enacted by Congress, bringing about tax reductions for numerous individuals and businesses. However, without additional legislative changes, these tax cuts are scheduled to come to an end by the close of 2025.
Full story
Fill up a Tax Bracket When Converting to a Roth IRA
by
Doug Carey, CFA
President
WealthTrace
The best way to optimize your Roth conversions is to find the optimal tax bracket to “fill up”. This can save you thousands of dollars over time.
Full story
The Cost of Medical Care in Retirement
by
Doug Carey, CFA
President
WealthTrace
Many studies have found that people are spending a lot of their retirement income on medical bills and most do not know how to project their medical costs in retirement.
Full story
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