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RESOURCES

Blogs

How Does a Back-Door Roth IRA Contribution Work?

July 29, 2020 | Josh Zorger, CFP®, Fortitude Private Wealth

This is accomplished by making a Traditional IRA contribution and then converting it to a Roth IRA.
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Fortitude Private Wealth Did Not Take PPP Loan

July 10, 2020 | Josh Zorger, CFP®, Fortitude Private Wealth

Registered Investment Advisory Firms who received the PPP loan are required to publicly disclose.
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Cash Balance Plan Case Study

June 1, 2020 | Josh Zorger, CFP®, Fortitude Private Wealth

The business owner increases their total retirement plan contribution from $37,500 per year to $107,000 per year.
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Should I Contribute to Traditional 401(K) or Roth 401(K)?

May 1, 2020 | Josh Zorger, CFP®, Fortitude Private Wealth

It is best to make financial decisions based on what we know to be 100% true today.
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CARES Act: Changes to Tax Filing, Required Minimum Distributions

April 9, 2020 | Josh Zorger, CFP®, Fortitude Private Wealth

The Act has also waived the Required Minimum Distribution (RMD) requirement on IRA Accounts for 2020.
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FPW Market Update: March 2020

March 17, 2020 | Josh Zorger, CFP®, Fortitude Private Wealth

Be patient and always have a plan for increasing risk exposure to stocks.
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FPW Market Update: February 2020

February 28, 2020 | Josh Zorger, CFP®, Fortitude Private Wealth

Focus on your time horizon and not making decisions to your risk tolerance and asset allocation based upon fear.
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Cash Balance Plans Basics

February 1, 2020 | Josh Zorger, CFP®, Fortitude Private Wealth

A Cash Balance Plan may be added in addition to a 401(k) Plan or a 401(k) Plan with Profit Sharing.
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SECURE Act Eliminates Stretch IRA

January 23, 2020 | Josh Zorger, CFP®, Fortitude Private Wealth

The removal of the lifetime stretch option was replaced by a 10-year payout for most non-spouse beneficiaries.
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Videos

Helping Clients Through Market Volatility
Rebalancing Strategy Based Upon Price
Josh's Story
FPW’s Proactive Client Process
Maximizing Business Retirement Savings


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