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Pros and Cons of Income Annuities for Retirement Income

March 31, 2025

As a high-income household nearing or in retirement, should you leverage guaranteed income with an annuity to recreate your paycheck? This guide compares the pros and cons of immediate annuities with a diversified investment portfolio, contrasting longevity, various forms of risk, tax efficiency, and flexibility in retirement.
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Image for The Big Difference between a Regular Roth IRA Contribution and a Backdoor Roth IRA Conversion

The Big Difference between a Regular Roth IRA Contribution and a Backdoor Roth IRA Conversion

November 20, 2024 | Zack Gutches, CFP, CPA

The Backdoor Roth IRA Strategy has 1 material weakness when compared to a Regular Roth IRA Contribution that's crucial to understand!
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