Truepoint Viewpoint

John S. Evans May 14, 2025

Roth IRAs, Conversions and “Backdoor” Contributions

The unique tax treatment of Roth IRAs presents a very compelling opportunity for investors. While income limits may prevent higher-earning individuals from making direct contributions to a Roth IRA, there are two other funding strategies worth serious consideration: Roth IRA conversions and so-called “backdoor” contributions. Roth IRAs: A Refresher Course Created by the Taxpayer Relief […]

Michelle Stevens May 5, 2025

Redefining Wealth: Financial Life Planning That’s All About You

A strong financial plan is the foundation of any good investment relationship—and the cornerstone of that foundation is a goal. Or, more likely, a series of goals which evolve over time as progress is made. For many people, the question “what are your financial goals?” doesn’t have a simple answer. Some find that traditional financial […]

August Hemmerich May 2, 2025

Are You Overspending in Retirement? How to Align Your Spending with Your Values

How do you know if you’re overspending in retirement? At Truepoint, we typically start with a Monte Carlo Analysis—a simulation that runs 1,000 scenarios to estimate the likelihood that your current spending can be sustained throughout retirement without making adjustments. The result is a “success rate” or “confidence level”—typically displayed as a percentage. But what […]

Nichole Williams April 16, 2025

Don’t Let the Tax Planning Tail Wag the Dog

At Truepoint, we often use the phrase: “Don’t let the tax tail wag the dog.” It’s a simple reminder of an important principle—while tax planning is a critical element of a sound financial strategy, it shouldn’t dictate or overshadow broader financial goals. It’s true that tax efficiency plays a significant role in building long-term wealth. […]

Lauren M. Niestradt and Ted Parchman April 7, 2025

Understanding Tariffs and Trade Wars

Since late January, talk of tariffs and a burgeoning trade war has resulted in greater market volatility. The Trump administration’s more recent announcement of higher tariffs and the subsequent international response has evolved quickly, taking investors along for the ride as news surrounding tariffs has been met with large market fluctuations. In such an environment, […]

Lauren M. Niestradt March 14, 2025

What to Do When Markets Change Direction

Last week, markets experienced the worst work since the financial crisis. These downturns can shake investor confidence, so we offer a few points to consider in the coming weeks.

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Sydnie Schell
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Lauren M. Niestradt February 4, 2025

How to Make the Most of Your RSU Payout

Blake Price and John S. Evans April 8, 2024

A Summary of the Frank Duke Method

Nate Johnson and Lauren M. Niestradt April 8, 2024

Is the Duke Method Right for Your P&G Retirement Assets?

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