Tag Archives: Roth IRA

What is a 529 Plan?

A 529 plan is a specialized investment account that was created to help families save for future college expenses. This can be for a traditional 4-year college or university, or even a community college. The tax benefits of these accounts … Continue reading

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Roth or Regular Retirement Plan?

When most people think of retirement, they imagine copious amounts of free time and socializing with friends while playing golf or shuffleboard. But in reality there is so much more to think about before these dreams can come to fruition. … Continue reading

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Accelerating Income into 2016

Depending on your projected income for 2017, it may make sense to accelerate income into 2016 if you expect 2017 income to be significantly higher. Options for accelerating income include: 1) Harvesting gains from your investment portfolio, keeping in mind … Continue reading

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Top Four Year-End IRA Reminders

The following article was published by the IRS. Individual Retirement Accounts are an important way to save for retirement. If you have an IRA or may open one soon, there are some key year-end rules that you should know. Here … Continue reading

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Plan Now to Get Full Benefit of Saver’s Credit

The following article was published by the IRS. Low- and moderate-income workers can take steps now to save for retirement and earn a special tax credit in 2014 and years ahead, according to the Internal Revenue Service. The saver’s credit … Continue reading

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