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Contemplating a Roth IRA Conversion? Here Are 3 Things to Consider First by Augusto De Luna

Posted April 29, 2025

You have many options when it comes to saving for retirement. You may contribute pre-tax dollars to a workplace 401(k) plan or traditional IRA, potentially reducing your current taxable income today and deferring taxes until you make required minimum withdrawals in retirement. Depending on your income, you may also put money into a Roth IRA, […]

Relatable Finance Podcast Episode 154: Market Volatility and Setting Expectations

Posted September 10, 2024

In this episode, the Relatable Finance guys talk about recent stock market volatility, offering insights and reminders on what to expect during periods of market instability. They explore the importance of setting realistic long-term goals and how to navigate market fluctuations to achieve investment success. Tune in to understand how to stay on course during […]

Mega Backdoor Roths Can Turbo-Charge Retirement Savings By Sean Deviney, CFP®*

Posted June 6, 2024

Individuals looking to boost their retirement savings beyond the traditional limits of workplace 401(k) and 403(b) plans may be able to do so with a mega backdoor Roth. This strategy may provide a workaround to the income and contribution limits of Roth IRAs while allowing high-net-worth individuals to benefit from tax-free distributions in retirement. For […]

Relatable Finance Podcast Episode 144: Am I Dreaming or did I Buy a $20 Cheeseburger?

Posted April 8, 2024

In this episode, join the South Florida relatable finance guys as they tackle the ever-relevant topic of inflation, but with a twist – exploring its impact through the prism of changing lifestyles and the journey of growing up. The discussion delves into the dual perspectives of rising costs and the effect on earnings, providing personal […]

IRS Announces Retirement Savings Plan Contribution Limits for 2024 By Danielle Keyes

Posted December 27, 2023

The IRS released its 2024 cost-of-living adjustments for retirement savers. Among the highlights are higher annual contribution limits to qualifying plans and higher income limits for individuals to make deductible contributions to traditional Individual Retirement Arrangements (IRAs) or make a taxable contribution to a Roth IRA. Employer-Sponsored Retirement Plans For 2024, the maximum contribution employees […]

Provenance Wealth Advisors Launches PWA Securities, LLC

Posted October 16, 2023

FT. LAUDERDALE, FL, October 16, 2023 – Provenance Wealth Advisors launches PWA Securities, LLC in its latest evolution to provide clients a more progressive broker dealer with a wider range of financial opportunities. PWA Securities, LLC will enable the firm’s advisors and estate planners to tap a broader array of investment vehicles and opportunities to […]

Relatable Finance Podcast Episode 125: What Exactly is “the market”?

Posted June 13, 2023

In this episode, the relatable finance guys discuss the S&P 500 index, which is commonly referred to as the market. This is the most common index in the US and they go into the specifics of what you are investing in if you own it and some potential gaps in your investments if this is […]

IRS Clarifies SECURE Act Rules for Withdrawals from Inherited IRAs By Sean Deviney, CFP®*

Posted August 25, 2022

The SECURE Act signed into law at the end of 2019 brought new restrictions to non-spouse beneficiaries of inherited individual retirement accounts (IRAs), requiring them to empty those accounts within 10 years of the original owner’s death and pay the taxes due. Not only was the new law bad news for beneficiaries who were previously […]

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