Backdoor Roth IRA contributions: A way to catch up on retirement savings

Retirement planning is complicated. Many individuals put off saving, thinking that retirement is years away—until it isn’t. Then, in their 40s and 50s, they start to panic and wonder how they’ll catch up. One strategy, made possible beginning in 2010 by a provision to the Tax Increase Prevention and Reconciliation Act of 2005, presents a way for some individuals to potentially put away more money for retirement, in a tax-advantaged way.


Here’s what you should know about Bitcoin

We’ve all seen the stories about bitcoin over the past few years—the triumphs and the pitfalls. For many investors, this cryptocurrency has raised a lot of questions and a lot of curiosity. Is bitcoin just a “scam” that will end in a meltdown? Or does it have the potential to revolutionize financial markets as we know them?


Get to know us: Celebrating Anne Olmstead’s retirement

On June 11, 2021, the BerryDunn Wealth Management team celebrated the end of an era. We both rejoiced and mourned over the retirement of Anne Olmstead, beloved BerryDunn Wealth Management colleague and friend. For some, she was mother; for others sister. For all, she was wonderful Annie–wise, kind, diligent, trustworthy—and all other good things one could wish in a co-worker, employee, and friend.