Taxing Forethought
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 […]
Beneficiary Planning for Retirement Accounts, Part I – Leaving it to your Spouse
Completing and periodically reviewing beneficiary paperwork is the one of the most important administrative tasks a retirement plan participant can take. Overlooking this seemingly easy step can lead to the […]
Traditional or Roth – Which is Better?
Both Roth and regular retirement plans provide tax deferral on investment earnings. But when it comes to contributions and withdrawals, a Roth is the mirror image of a traditional plan. […]
Did you Fund Your IRA for 2015?
If you’re someone who does their own taxes through a program like Turbo Tax, you’ve probably run into this scenario: as you finish up the review portion, the program will […]