Our feature in Portland Monthly Magazine
is all about doing just that. Because the future can’t wait—and your dreams shouldn’t be either.
We’re Featured: Portland Monthly 2026
RMDs Explained: 5 Common Questions
After years of building your retirement accounts, it’s time to enjoy your hard work. But don’t forget that the IRS requires you to take required minimum distributions (RMDs) from some of those accounts.
Pretax vs. Roth: What You Need to Know
Understanding the nuances of your retirement accounts today can make a massive difference in your wealth decades from now.
The choice between pretax and after-tax accounts is essentially a decision about when you want to pay the IRS. By choosing the right “tax bucket” for your current income level and future expectations, you can potentially keep a much larger slice of your hard-earned nest egg. Here is a quick breakdown of how these two heavy hitters compare.