Articles and Videos
Three Unique Benefits of a Roth IRA
Have you thought much about your 401k lately? One of the great features of the 401k is its design – you can set it up, forget about it, and let the markets do what they always do. But if you’re about 5 years away from retirement, it might be a good idea to take a second look at your 401(k) allocation.
Why You Should Consider Multiple Sources of Retirement Income
When it’s time for you to retire, it’s likely you’ll need a source of income to replace your salary. And
Save Like a Pessimist, Invest Like an Optimist
One of our favorite authors in the blogosphere is Morgan Housel, author of The Psychology of Money. He said something
Getting Ready for Your Review
This quick two-minute video serves as a kind of “refresher course” on The Bucket Strategy® for all current Accardi Financial Group clients.
Important dates for individuals
A full set of downloadable forms from the IRS
A full set of downloadable publications from the IRS
Tables to enable you to find your federal marginal income tax rate
This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.