BOAA Financial Services

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Managing Your Workplace Retirement Plan

This article presents some steps employees can take to get the most out of their employer-sponsored retirement plans.
All-in-One Funds: Targeting Time or Risk?

This article discusses target-date funds and lifestyle funds, with the more common of the two based on time horizon rather than risk.
Four Questions on the Roth Five-Year Rule

This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
Turbulent Times: Bear Markets Come and Go

A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.