Our next installment of the 2026 Town Hall series is now ready to view. This video series keeps our team informed and keeps you up to date on current news and planning topics that may affect you. We value providing ongoing financial education to our clients and the public, and we appreciate you taking the time to view our Town Hall.
Tracey Richardson starts us off with an overview of a new tool we have added, Direct Indexing. If you have non-qualified (taxable) accounts, Direct Indexing may offer advantages and flexibility. Tracey takes us through an overview of what this is and how it may benefit you.
Steve Aul is up next with a warning about a planning tool we see issues with too often. A Backdoor Roth is a method for contributing to a Roth IRA when your income makes you ineligible (Single 168K, Married 252k). There are very specific rules that must be followed, and getting it wrong can be costly. It is a useful planning tool, but it is important to understand the rules involved.
If you have any questions about this episode or would like to discuss your financial planning with the team, please call us at (636) 230-8824 or email info@aulfg.com.