Common Deductions Taxpayers Overlook
Every year, taxpayers leave money on the table. They don’t mean to, but as a result of oversight, they miss some great chances for federal income tax deductions. While the […]
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 […]
Getting Financially Fit for Retirement at 50
When you turn 50, retirement starts to seem less abstract. In terms of retirement planning, a 50th birthday can act as a wake-up call. It may offer a powerful reminder […]
Fall Financial Reminders
As every calendar year ends, the window slowly closes on a set of financial opportunities. Here are several you might want to explore before 2015 arrives: Don’t forget that IRA […]
What Beneficiaries Need to Know
If your loved ones have invested, saved or insured themselves to any degree, you may be named as a beneficiary to one or more of their accounts, policies or assets […]
3 Reasons to Wait Until You Retire to Make a Roth IRA Conversion
One of the most commonly asked Roth IRA questions is: “Should I make a Roth conversion?” While Roth conversions can make sense at any age, depending on your particular circumstances, […]
Asset Location and Timing to Reduce Taxes in Retirement
Location, location, location. It matters when it comes to real estate, and it also matters when it comes to the way you hold and invest your retirement savings. You can’t control […]
2014 IRA Deadlines Are Approaching
Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. Here is what you need to know for 2014: *April 1 […]
Fast Forward: How Retirement Is Changing
Predicting the future is not an easy task, particularly in a world that’s begun changing more and more rapidly with every passing day. Unfortunately a lot of people on all sides […]
Prioritizing Your Retirement Needs – Part I
When you take the time to ponder your retirement picture, how much do you see and how well-focused is the image? A comprehensive retirement plan is, in a manner of […]