Our Resources
Buckingham clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.
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Retirement
May 18, 2023
Pre-Tax or Roth? Your 401(k) Options Explained
Although the choice boils down to when you will pay taxes, here are several scenarios to keep in mind when deciding between pre-tax and Roth contributions in your 401(k).
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Retirement
August 04, 2020
Relief for Retirement Account Owners
The U.S. Treasury Department and IRS have issued guidance to clarify and, in some cases, expand provisions of the CARES Act dealing with retirement accounts, their owners, and their beneficiaries. Need to know more about what the new rules mean for your 2020 RMD, IRA rollover, or a Coronavirus-Related Distribution? Our answers to some frequently asked questions can help.
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Tax Strategies
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Business Ownership
January 29, 2020
The Promise of a New Career: Understanding the Finances of Your New Job
You've landed a new job. Congrats! Keep in mind, though, that the financial implications extend further than just salary. Wealth Advisor Kurt Wunderlich raises some planning items to address when switching gigs.
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Investing
January 11, 2019
Financial Planning for Investors in Their 40s
Tim Maurer goes on CNBC's "Power Lunch" to talk about what financial steps investors in their 40s should take first.
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Investing
December 03, 2018
The Basics of a Spend-Down Strategy
Wealth Advisor Bill Morgan outlines the process for building an overarching spend-down strategy designed to minimize taxes over a lifetime.
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Business Ownership
May 09, 2018
Design the Best Pension Strategy for Your Cash Flow: I Think I Need a 401(k) Plan. Where Do I Start?
Wondering if a 401(k) plan is right for you? It can be daunting to know where to even begin. Katie Collins explores a few steps you should think about taking to get started.
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