Financial Articles

South Bay Planning Articles

We frequently write articles for respected financial

publications so we can keep our community

updated on relevant planning topics.

Mega-Backdoor Roth – The Ultimate Roth Conversion Strategy

This is a multi-step strategy that can enable you to contribute

significantly more to your Roth accounts on an annual basis.

Author: Matthew Stratman

401(k) Options After You’ve Left Your Job

Have you been diligently saving money in your 401(k)? What should you do with it when you switch jobs? There are four main options to consider, and one of them should be used only when absolutely necessary.

Author Matthew Stratman

How to Create a Volatility-Resilient Investing System

When the volatility within our portfolio rises, staying invested

and sticking with the plan can be difficult but essential.

Author: Matthew Stratman

5 Tips To Help Your Retirement Savings Last As Long As You Live

Running out of money while in retirement is a major concern for many.

Here are some strategies to implement which may help your savings last.

Author: Matthew Stratman

How A Cash-Balance Retirement Plan Can Help Business Owners

Cash-balance plans have been growing in popularity. This little-known

strategy can cut taxes while paying business owners at the same time.

Author: Matthew Stratman

Small Business Owner: Are You Retirement-Ready?

Are you a small business owner and preparing for retirement?

Read here to discover how you can prepare your portfolio and business for the future!

Author: Matthew Stratman

From Bull To Bear: 4 Ways To Prepare Your Portfolio

The bond market has seen a bull run for several years, but many financial professionals believe a bear market is on the horizon.

Read here to find out how to better prepare your portfolio!

Author: Matthew Stratman