Author name: David Beerman

David-Beerman-Edward-Jones-Financial-Advisor

Navigating the shutdown: Financial impact and smart moves

Now that the federal government has shuttered many doors, millions of Americans are wondering how this disruption will affect their finances. The answer lies in your personal situation. Here’s what to know – and what steps to consider. People relying on safety net programs: There’s good news if you depend on Social Security, Medicare or Medicaid:

Navigating the shutdown: Financial impact and smart moves Read More »

If you’d like to contribute to a Roth IRA, but your income is too high, do you have any options?

There aren’t many drawbacks to having a high income — but being unable to invest in a Roth IRA might be one of them. A Roth IRA is attractive because its earnings and withdrawals are tax free, provided you’ve had the account at least five years and you don’t start taking money out until you’re 59½. Are there strategies that allow high-income earners to contribute to this valuable retirement account? Let’s take a look…

If you’d like to contribute to a Roth IRA, but your income is too high, do you have any options? Read More »

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