One Roth IRA Workaround for High-Income Earners
If you understand the concept of compounding interest and believe your money will grow over time, then
8 Reasons to Convert to a Roth IRA
No one wants to pay more than his or her fair share in taxes. Nor should you pay income taxes on money you’re not
The Concept of the Four Tax Buckets
No one wants to pay more than his or her fair share in taxes. Yet few have a good understanding of how their
Lots of baby boomers are hitting retirement age. And with retirement come some pretty big irrevocable decisions. One of which may be how to elect a
For those who have reached the age 70 milestone with taxable retirement dollars set aside, the IRS is knocking on your doorstep for some taxes to
Last week we discussed some key risks to retirement. Health care needs, market volatility and inflation can all have negative affects on one’s
For many of my clients, the topic of retirement comes with many different emotions. While it can be exciting to think about freedom of time and the lack
It’s rare for someone to work their whole career with one company anymore. So one way or another, they will go through a job transition; a period
Spending in retirement can be a slippery slope. Gone are the employer paychecks, replaced (perhaps) by a lump sum retirement plan that you have to
We are fielding more and more questions about long-term care insurance, which is in line with what studies show as the number one concern of retirees. You
Downsizing one’s home has long been a strategy for empty nesters. The kids are gone, rooms aren’t being used and the maintenance or upkeep feels like a
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The IRS stipulates that age seventy and a half is long enough for avoiding income tax on retirement savings. Each year, those that have reached