Tidwell & Associates, LLP - CPAs

Tidwell & Associates, LLP - CPAs Follow us as we provide a wide variety of accounting, financial management, tax, and management cons

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA...
05/29/2026

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Use this article to start conversations about the “backdoor” Roth IRA strategy.

With increasing wealth comes unique financial challenges.
05/27/2026

With increasing wealth comes unique financial challenges.

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
05/25/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
05/22/2026

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works ...
05/20/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical....
05/18/2026

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

Learn about all the parts of Medicare with this informative and enjoyable article.

With great wealth comes even greater questions. Learn more in our article.
05/15/2026

With great wealth comes even greater questions. Learn more in our article.

Preserve your high net worth with these foundational tips.

Extended care refers to services needed by those who have a chronic illness or disability.
05/13/2026

Extended care refers to services needed by those who have a chronic illness or disability.

Understanding the types of extended care services—and what those services could cost—may be critical.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
05/11/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lo...
05/08/2026

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

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2209 Plaza Drive Ste 200
Rocklin, CA
95765

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