In The Media

“When it comes to low-risk investments, it all depends on your personality, risk tolerance, objectives and investment horizons,” says Lori Gross, lead investment advisor at Outlook Financial Center.

“We’re seeing a much larger increase in the standard deduction than was originally forecast,” said Rob Burnette, CEO, financial advisor and professional tax preparer at Outlook Financial Center in Troy, Ohio.

"Ninety (years) covers the vast majority of people,” Rob Burnette, chief executive, financial adviser and professional tax preparer at Outlook Financial Center in Troy, Ohio, said.

You do need a QDRO to split a 401(k), says Rob Burnette, CEO, financial advisor and professional tax preparer at Outlook Financial Center in Troy, Ohio.

Wealthier investors, however, can still access these accounts indirectly through a backdoor Roth IRA. "This strategy gives a workaround for the Roth IRA income restrictions," says Rob Burnette, a financial adviser and tax preparer at Outlook Financial Center in Troy, Ohio.

“If you’ve got the availability to put more into your retirement savings, then by all means,” says Lori Gross, a financial and investment advisor at Outlook Financial Center in Troy, Ohio.