by Searcy Financial | Jan 28, 2025 | Book Reviews, Leadership & Personal Development
By Tanner Manning If ever there was a title designed to make you think, this would be one. This book was recommended to me in college by my professors Luke Dean and Hyrum Smith. I wasn’t sure what to expect from the book, but my professors’ explanations made it sound...
by Searcy Financial | Jan 23, 2025 | Investments, Retirement Planning
In certain cases, you may be eligible to make a Mega Backdoor Roth contribution. This strategy involves using an employer-sponsored 401(k) plan that allows after-tax contributions and then converting those contributions to a Roth IRA or Roth 401(k). Under the right...
by Searcy Financial | Jan 23, 2025 | Investments, Retirement Planning
Have you heard of the Backdoor Roth Contribution? If you earn too much, per the limits and rules of IRAs, you are unable to make a direct contribution to a Roth IRA. The Backdoor Roth Contribution could be a solution, but there are many factors and rules to consider,...
by Searcy Financial | Jan 23, 2025 | Investments, Retirement Planning
There are a lot of important considerations to weigh before doing a Roth conversion. As a result of the current market condition and changes due to the SECURE Act, Roth conversions are becoming an important strategy for many. This flowchart covers: Changes in...
by Searcy Financial | Jan 22, 2025 | Searcy Financial
Job Title: Administrative Coordinator Location: Overland Park, KS Company: Searcy Financial Services About Us: Searcy Financial is a Registered Investment Advisor and Financial Planning firm. We do what we do because we believe all people, regardless of background,...
