RESOURCES

Welcome to the Resource Blog!

Stay informed with the latest updates from the Rothman Investment Management team and explore articles and resources to support your financial journey.

What is My Tax Bracket for the 2023 Tax Year?

March 29, 2023

It's never too early to start looking at your tax obligations for the coming tax season. The information in this article is for the 2023 tax year, which most taxpayers will file in 2024.

SECURE 2.0 allows Roth Empployer Contributions in 401(K) Plan

March 18, 2023 Articles

SECURE_2.0 SECURE Roth 401(K)

Is the SECURE 2.0 Exception to allow a QCD to fund a Charitable Gift Annuity useful?

March 14, 2023 Articles

RIM Q4 2022 Newsletter

February 8, 2023 RIM Newsletter

4Q 2022 Economic and Market Outlook

February 7, 2023 Market Update

After a rocky 2022, bonds are yielding a reasonable return again, at least if you ignore the effect of inflation on the real value of your investment. Stock valuations are at levels not sustained since way back in 2014, as measured by the popular price/earnings ratio (trailing twelve months of earnings). If you thought 2022 felt bad, it’s because it was bad.

Investing in A Volatile Market Environment

January 23, 2023 Videos