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Gary's Weekly

Roth IRAs—Is Your Income Really Too High?

In order to be able to make the full $5,500 contribution ($6,500 if over the age of 50), they need to get their MAGI below $186,000 ($118,000 for singles), which would be difficult. But I explained that we could get them closer to that number, which may allow them to at least make a partial contribution. We also talked about another potential option for them, which would allow them to fund a Roth IRA, all of which I want to share with you today. [...]

Should You Spend Money? Keep Perspective

When we are in the accumulation years of our lives, our goal is to acquire as many assets as we can. Initially, it’s for our first home, then to start a family, then for college, and then for retirement. Each and every stage of life brings a new financial hurdle to save and budget for, and for many retirees, that good old habit dies hard. But it’s important to take a step back, look at those things that bring you happiness, and your retirement budget, and find a middle road. [...]

It's Time To Stop Reacting, Start Anticipating

The ability to anticipate is something that has helped me avoid a lot of hurdles in my life, but it is also a lesson that I have used a lot in my planning philosophy. This was true on the athletic field and is true in the financial ring. [...]

Why Borrowing From A 401(k) Might Not Be The Best Idea

The way in which money is withdrawn from a retirement plan, and overall portfolio, can make a huge difference on a retiree’s tax burden. And, frankly, the combination of the distribution plan and the investment plan will often dictate a portfolio’s sustainability. [...]

College Isn’t Paying Off For Everyone

No matter how different our college experiences, it’s likely we can all agree on one thing: college is expensive. Not just the tuition, but the room and board, school supplies, food, beer . . . I mean, books; and oftentimes it just isn’t possible to hold down a job while keeping up with your studies. Most of us understand that college is unbelievably expensive, but we believe it’s worth it, right? A graduate leaves with a college education, with a good first job, and with the chance to start a career after graduation. [...]

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