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Author: Michael T. Swartz, CFP® #BlankScreen

Retirement | Social Security

Am I Eligible For Social Security Benefits As A Surviving Spouse?

ByMichael T. Swartz, CFP® #BlankScreen January 7, 2024January 30, 2025

Am I Eligible For Social Security Benefits As A Surviving Spouse? This flowchart will guide you through the factors determining eligibility.

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Investing | IRAs | Retirement | Taxes

Can I Contribute To My Roth IRA?

ByMichael T. Swartz, CFP® #BlankScreen January 5, 2024January 30, 2025

Can I Contribute To My Roth IRA? This flowchart will guide you through the eligibility factors for Roth Contributions.

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Investing | IRAs | Retirement | Taxes

Can I Do A Backdoor Roth IRA Contribution?

ByMichael T. Swartz, CFP® #BlankScreen January 4, 2024January 30, 2025

Can I Make A Backdoor Roth IRA Contribution? This flowchart will guide you through the eligibility factors.

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Investing | IRAs | Retirement | Taxes

Can I Make A Tax Deductible IRA Contribution?

ByMichael T. Swartz, CFP® #BlankScreen January 3, 2024January 30, 2025

Can I Make A Tax Deductible IRA Contribution? This flowchart will guide you through the eligibility factors.

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Investing | IRAs | Retirement | Taxes

Distributions from an Inherited Traditional IRA

ByMichael T. Swartz, CFP® #BlankScreen January 2, 2024January 30, 2025

How Must I Take Distributions from the Traditional IRA I Inherited? This flowchart will guide you through the eligibility factors.

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Charity | Retirement

Can I Do A Qualified Charitable Distribution From My IRA?

ByMichael T. Swartz, CFP® #BlankScreen January 1, 2024January 30, 2025

Can I Do A Qualified Charitable Distribution From My IRA? This flowchart will guide you through the eligibility factors.

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Investment advisory services are offered through Fiduciary Financial Planning Network (“FFPN”), an SEC-registered investment adviser. Swartz Financial Planning (“SwartzFP”) is a doing-business-as (DBA) name of FFPN. Registration with the SEC does not imply a certain level of skill or training. This website is intended to provide general information about FFPN’s services and should not be construed as personalized investment advice. Additional information about FFPN is available on the SEC’s website at www.adviserinfo.sec.gov. A copy of FFPN’s current Form ADV Part 2A disclosure brochure, which describes our services, fees, and business practices, is available here. This content is provided for informational purposes only. Investing involves risk and, unless otherwise stated, is not guaranteed. This material is not intended to provide investment, tax, or legal advice. Individuals should consult with appropriate professionals based on their individual circumstances.

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