Traditional vs. Roth IRA: New Rules Could Affect How You Save for Retirement

February 19, 2020 Money.com By: Kerri Anne Renzulli More Americans are working longer — and saving for retirement into their 70s. Last year, Congress stepped in to give these older savers a new tax break, making it easier to use traditional individual retirement accounts. But figuring out whether to take advantage of the new rules requires some work. The share …

Top advisory firms focus on culture as well as growth

InvestmentNews honors some of the best-performing practices at its Top Advisory Firm Summit in Chicago. Nov 13, 2019 @ 9:31 pm By Ryan Neal InvestmentNews celebrated 17 firms as best practices at the 2019 Top Advisory Firm Summit Wednesday in Chicago.  The firms were recognized for being among the top quartile of a combined 557 responses from InvestmentNews‘ 2019 Compensation and Staffing …

Couples and Money: When Together Is Better

December 23, 2019 Kiplinger Magazine by: Miriam Cross If you’ve been married for a few years, you and your spouse have probably figured out which expenses and bank and credit accounts to share and which to keep separate. But when it comes to your big-picture finances–such as getting the most out of your retirement plans, coordinating health coverage and lowering …

How to Downsize Your RMDs

October 3, 2019 Kiplinger Magazine by Miriam Cross   You must start taking required minimum distributions from your IRA at age 70½. But you can reduce the tax bill.    After you’ve spent decades diverting a healthy stash of cash to your tax-advantaged retirement accounts, you need to start withdrawing a chunk of it each year once you turn 70½. …

If your student debt disappeared, would you save more for retirement?

June 26, 2019   MarketWatch by Alessandra Malito   Democratic candidates Bernie Sanders and Elizabeth Warren take aim at ballooning education loans Student debt is one of the biggest obstacles to contributing enough — or, some say, anything — for retirement, but what would happen if Americans didn’t have that burden anymore? Bernie Sanders, the Vermont senator running for president …

Top 10 Best Financial Advisors in Charlotte & Asheville, NC | 2019 Ranking

Alpha Financial was recently included on AdvisoryHQ’s 2019 ranking of the Top 10 “Best Financial Advisors in Charlotte & Asheville, NC”. We’re honored to have been named on this list and for the ability to continue helping our clients plan for their future. You can access the full list of advisory firms and review process here: Top 10 Best Financial Advisors …

Limited deduction rubs SALT into taxpayer wounds

February 8, 2019 InvestmentNews by Marc Schoeff Jr.   Financial advisers bear bad news related to the state and local tax deduction that could surprise clients Financial advisers and accountants for people who live in high-tax states will be delivering a difficult message over the next few weeks: You’ll pay more in taxes. The reason for the increase is a …

Wharton Business Radio: In The Workplace

October 4, 2018 Wharton Business Radio   Hosts Peter Cappelli and Dan O’Meara are joined by Ann Gugle (Principal, Alpha Financial Advisors, LLC) on the Thursday, October 4, 2018 edition of In the Workplace.   In the Workplace: October 4, 2018