Are you saving for retirement? What retirement accounts are you taking advantage of? There are several different retirement accounts available to most people. The key is to use them to your [...]
Do you earn too much for a traditional IRA or a ROTH IRA? If you do there is an option available for high income earners but it is not always the best choice. For higher income earners the tax [...]
Are you about to retire? If so there are some things that you need to make sure you address while you are still employed and working. By addressing these issues you can have an easier and [...]
Do you have a 401(k) plan? Better yet if you have one do you understand it? Most workers now have company sponsored 401(k) plans and when they first started many were less than desirable when [...]
Are you a retiring baby boomer? Are you one of the thousands of baby boomers who will turn 65 every day for the next 20 years or so? If you are in retirement or nearing retirement it is likely [...]
Do you want to become rich? Do you have dreams of being able to afford the nicer things in life? If you answer yes to these questions there is one word that can help you achieve these goals, [...]
Are you preparing for retirement? Are you maximizing the various options for retirement accounts? Provided you meet the income guidelines you can open either a ROTH IRA or a Traditional IRA and [...]
Now that you are saving for retirement in an IRA be that a Traditional or ROTH IRA you are ahead of most at this point. But did you know that there is a third type of IRA. For some there is a [...]
Are you planning on converting a Traditional IRA into a ROTH IRA? If so you may want to consider not only the Federal tax consequences but also any state tax consequences. Now if you think you [...]
I am a firm believer that in today’s political environment taxes will go nowhere but up even for those of us in our retirement years. If you can I suggest using ROTH IRA’s and 401(k)’s to your [...]
