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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Investing
August 15, 2022
Why The Location Of Your Investments Matters
Most investors have a process for deciding which investments to buy in their portfolio—with different objectives for building wealth over time. But once you’ve selected your investment mix, have you considered how the account that holds your investments affects what you ultimately earn?
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Tax Strategies
September 24, 2021
Taking Advantage of the Mega Backdoor Roth IRA Before it Goes Away
The mega backdoor Roth IRA may be an option to even further increase contributions for future tax-free Roth growth and withdrawals. Do you know how to utilize it?
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Retirement
June 19, 2020
Roth IRAs Are Even Better
Connie Brezik explains changes introduced by the SECURE Act that affect the planning around and opportunities available through IRAs.
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Tax Strategies
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Tax Strategies
September 26, 2018
What’s a QCD—and Why Taxpayers Need to Know the Answer Now
Buckingham's Helen Modly weighs in on qualified charitable distributions (QCDs) from retirement accounts.
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Retirement
May 01, 2018
I Have to Do WHAT With My IRA?
While you won't be able to avoid taking required minimum distributions (RMDs) from your IRA when you reach a certain age, Buckingham's Kent Schmidgall offers three ways to potentially mitigate the tax bite.
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