Is My Contribution Deductible?
With tax time fast approaching, I often encounter confusion about what can and cannot be done with traditional IRAs and defined contribution [DC] plans in different scenarios. So, here are […]
With tax time fast approaching, I often encounter confusion about what can and cannot be done with traditional IRAs and defined contribution [DC] plans in different scenarios. So, here are […]
At first blush, the term “pro rata” sounds like the worst type of inscrutable legalese. But it’s an important concept for investors, especially for those considering IRA conversions or mulling […]
It’s one thing to build up your retirement savings so you can retire, but equally important is the planning you should do to minimize the tax bite after retirement. The […]
It’s one of the first questions I’m asked when someone first comes in for retirement planning. Being used to working and receiving a paycheck on a regular basis, where will […]
It may seem extreme to plan today for the taxes you’ll pay 20, 30 or even 40 years from now, but smart people do just that. In reality, taxes have […]