Retirement Savings & Accounts
A foundational strategy for building long-term financial security — helping you choose the right accounts, maximize contributions, and create a plan for the retirement you envision.
Retirement Savings & Accounts Tips
Browse tips from financial advisors who specialize in retirement planning and account strategies. Filter by content type.
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Elizabeth Katz Miller
IAR
EM
Elizabeth Katz Miller
IAR
Summit, NJ 07901 · SUMMIT PLACE FINANCIAL ADVISORS, LLC
Specialties: AUM, Baby Boomers, Business Owners, Charitable Giving, College/Education Planning, Corporate Executives
Quick read
Back Door Roth's still an opportunity!
This is the time of year to determine your opportunity for a Roth account. If your MAGI from 2025 was too much, you can still benefit! Contribute to a traditional IRA with cash and then, after a short amount of time, convert that cash in the IRA to a Roth IRA. This is how succssful people can continue to grow their after-tax retirement assets.
