Embracing the Future of Retirement Savings: Exploring SECURE 2.0’s New Roth Opportunities The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 has recently been enacted, bringing a wave of significant changes to the retirement savings...
The backdoor Roth strategy is a popular technique among high-income earners to indirectly contribute to a Roth IRA, despite being above the income limits that typically allow for direct contributions. This strategy offers the advantage of tax-free growth and...
Rental income can seem like an attractive source of passive income. After all, the idea of owning a property and collecting rent every month is appealing. However, many people who invest in rental properties quickly find out that it’s not as passive or simple as...
Case Study: Financial Planning for a Couple with One Child John and Emily are a married couple in their mid-30s with one child. They have a combined annual income of $250,000 and a goal of retiring early. They came to us at Flores Wealth Planning to create a...
Setting up your bank accounts to maximize FDIC insurance protection is an important step in ensuring the safety of your deposits. The FDIC (Federal Deposit Insurance Corporation) is an independent agency of the US government that provides insurance for bank deposits...
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