As you approach your retirement years, understanding how to minimize RMD taxes becomes crucial for preserving your financial well-being. Required Minimum Distributions (RMDs) can significantly impact your retirement strategy and tax planning. In this post, we’ll explain what RMDs are, who they affect, and explore 5 strategies to minimize RMD taxes to help reduce the...Read More
“Presidents come and go, but the markets continue to move higher over time.” – Ronald W. Rogé | Founder of R.W. Rogé & Company, Inc. Presidential elections in the United States have always been pivotal events, but this time feels particularly different. The age-old question persists – how do elections affect the stock market? The...Read More
By Kelley Muhsemann Marketing Manager Wrapping up Financial Literacy Month, the fourth and final article in our financial literacy series takes a deep dive into the budding Generation Z. More commonly referred to as “Gen Z,” this cohort was born between 1997 and 2012, and make up about 14% of the U.S. population. According to...Read More
We are thrilled to share that our Chief Investment Officer and CEO, Steven Rogé, has officially become a member of the prestigious Ed Slott Master Elite IRA Advisor Group! Being a part of Ed Slott’s Master Elite IRA Advisor Group means joining the ranks of the nation’s foremost experts in IRAs, tax planning, and retirement...Read More
On behalf of our entire team, we wish you and your loved ones a happy and healthy Holiday season! R.W. Rogé & Company, Inc. is an independent, fee-only financial planning and investment management firm serving clients locally and virtually across the country, with Long Island, New York, Beverly, Massachusetts, and Naples, Florida office locations....Read More
By Kelley Muhsemann Marketing Manager As you navigate through the different phases of life, your financial needs and priorities undergo significant transformations. From adolescence to retirement, each stage presents unique challenges and opportunities. One of the keys to financial stability and success lies in recognizing and adapting to these changing circumstances. As a fee-only financial...Read More
To Our Valued Clients, It is with profound sadness and a heavy heart that we share the news of the passing of our beloved founder and CEO, Ronald W. Rogé. After a long and courageous battle with cancer, Ron peacefully departed from this world on October 10, 2023. His loss leaves a void that can...Read More
Last year, after more than 1 million votes cast, R.W. Rogé & Company, Inc. was named “Best Financial Advisor on Long Island” by Bethpage Federal Credit Union. We are thrilled to announce that we have been nominated once again! You’ll find our company name within the “Services” section, under the category “Best Financial Advisor.” You...Read More
Investing can be an incredibly rewarding journey, offering the potential for financial growth and long-term security. However, navigating the investment landscape without proper guidance or awareness of potential pitfalls can lead to financial setbacks that could have been avoided. Many investors, whether they’re beginners or seasoned veterans, often find themselves making the same critical errors....Read More
