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 [...]
Do you have a financial plan for 2014? If not it is time to make one for yourself and your family. How do you know where you will need to be if you do not have a financial plan? This is a [...]
A few weeks ago I posted a rather long blog on annuities and here is a brief summary on what you need to know about annuities. First let’s be honest and all agree pensions are a retirement tool [...]
Are you a grandparent? Do you want to leave an IRA to a grandchild? If so there are some methods that you need to follow to ensure that the full benefit of the IRA is passed on to your [...]
Does the sound of a tax free income appeal to you? Then you need to definitely consider a ROTH IRA. A ROTH IRA will grow not only tax deferred but actually with tax free growth. And unlike a [...]
