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2015 IRA Deadlines Are Approaching

Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. *April 1 is the absolute deadline to take your first Required Mandatory Distribution (RMD) from your traditional IRA(s). *April 15 is the deadline for making annual contributions to a traditional or Roth IRA. Let’s discuss the [...]

Stay Away from My 401(k)

It is no secret that our country's federal deficit is quite steep, but is retirement savings the correct place to look for money to reduce this problem?  Currently, Congress is strongly considering removing all or part of the tax incentives, including pre-tax contributions, for 401(k) plans. This is viewed as a method to increase federal [...]