Rolling a 529 into a Roth IRA

Rolling a 529 into a Roth IRA

Rolling a 529 into a Roth IRA Jessica Hultberg, CFP® Nov 20, 2022 | 4 min read Saving for your kid’s college can be a daunting task. In recent years, 529 savings plans have become a popular tool for saving for college in a tax-efficient way. One concern, however, is...
The Home Downsizing Dilemma

The Home Downsizing Dilemma

The Home Downsizing Dilemma Andy Keeler, CFP®Nov 1, 2022 | 6 min read The topic of selling the home that you raised a family in is inevitably one that comes up at your monthly euchre party. There are many different aspects to consider when evaluating the possibility...
2023 Tax Guide

2023 Tax Guide

2023 Tax Facts and Figures Mark BeaverFeb 9 | 2 min read The Keeler & Nadler Tax Guide for 2023 is now available! Click on the image below to download your...
Social Security Up, Medicare Premiums Down

Social Security Up, Medicare Premiums Down

Social Security Up, Medicare Premiums Down Mark BeaverOct 11, 2022 | 3 min read In a year of mostly bad news, there is some good news for retirees – They can expect higher Social Security income and lower Medicare premiums. Social Security set to increase by 8.7%The...