This month’s blog is part 2 of a 3-part series on building Roth dollars for high-income households. Last month we looked at what happens to high income households (for 2024: >$230,000 Married, >$146,000 Single) when they can no longer make...

It’s normal for me to get a few texts from friends & family throughout tax season looking for help. Something I’ve seen more this year than others is people making excess Roth IRA contributions. This is generally a fantastic problem to have...

One of the most gratifying things about this profession is that our clients entrust us to help them achieve their financial, and often non-financial, goals. We work with many wonderful people who have big hearts. Many times, after finding peace of...

In December 2022 Congress passed the SECURE Act 2.0 (Setting Every Community Up for Retirement Enhancement) which updated many retirement-focused legislation. RMDs (Required Minimum Distributions) from IRAs were pushed from age 72 to age 73 or 75,...

Kotys Wealth Professionals Founder and CEO, Wes Kotys, and Principal of Von Tobel Growth Advisors, Peter Von Tobel, will be receiving a Community Improvement Award on Thursday, August 4 for their work to combine Kotys office space with Associated...

The Kotys Wealth Professionals ribbon cutting ceremony was held on July 14. The ceremony was combined with the other tenant of the building, Associated Pediatricians. The two businesses worked together to renovate the historical building that used to...

While many financial advisory firms create competitive atmospheres that incentivize for more clients, Kotys Wealth Professionals has turned that model on its head. Truly a service-minded team, Kotys believes that working together makes the best...

When young, married couple Wes and Sarah Kotys first established their financial planning business in 2007, they could not predict the rate at which growth would take place. Now 14 years later, after a few transitions within their original location,...