Sara Lohse
Roth Contributions When in a High Tax Bracket
In today’s Office Hours, Eric answers Timothy’s question: Should I contribute to a Roth IRA if I’m in my mid-thirties and in a high tax bracket? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of Office…
Office Hours: Roth Contributions When in a High Tax Bracket
Aging in Place: Senior Services That Can Help Your Aging Parents Stay in Their Homes
How COVID-19 May Impact Your Retirement Planning
Retirement Income Calculator
In today’s Office Hours, Eric answers Tina’s question: how much money should I have in retirement savings now in order to have enough income later? Have a question? Tweet it to us at @BrotmanPlanning and it may be answered in a future episode of…
Office Hours: Retirement Income Calculator
To Roth Or Not To Roth Part 2: Conversion Strategies For Millennials, Gen Xers And Boomers

Published on Forbes.com In our last article, we discussed how different generations might view contributions to traditional IRAs and 401(k)s versus Roth IRAs and 401(k)s. Now, we’re looking at how conversions work and who might benefit most by converting traditional retirement accounts into Roth retirement accounts. Read Article
Season 2, Episode 4: Understanding Medicare Before it’s Too Late with Danielle Roberts

Eric Brotman discusses the seldom understood details of Medicare and how/why you should start incorporating medical costs into your retirement planning with Danielle Roberts, founding partner of Boomer Benefits. Understanding what Medicare is and how to navigate it. Medicare is not free and should be part of your retirement planning. How to prepare for …