Are You Missing the Roth IRA Boat?
Many self-employed individuals are eligible to make annual contributions to Roth IRAs, despite having healthy earnings from their businesses. But some haven’t yet taken advantage of this retirement saving strategy. […]
Plan for a Comfortable Retirement
We plan for retirement because we know that we may not want to work forever. An artificial retirement age set by our employer may limit our options. Health issues may […]
Tax Time—Tips to Cut Your Bill
The IRS announced that January 23 was the start of the 2023 tax season—or the date the IRS began accepting 2022 tax year returns. Most taxpayers have until Tuesday, April […]
What is FDIC and How Does It Work?
With all the turmoil in the banking industry today, it may be a good time to revisit what the FDIC is, how it works, and how you can make sure […]
How an HSA Can Boost Your Retirement Savings
To have a health savings account (HSA), you generally must be covered by a high-deductible health plan (HDHP) at work. HDHPs have become popular in recent years as employers have […]
New Tax Law Improves QCD Benefits
Seniors who must take withdrawals from their IRAs may be able to benefit from a special tax provision for qualified charitable distributions (QCDs). Briefly stated, this provision allows people in […]
PKS Investment Advisors LLC Announces New Partner
PKS Investment Advisors LLC, is pleased to announce that Gigi G. LeKites, CFP®, CRPC®, has been admitted as a partner with the firm. Her admission is a direct result of […]
Crypto Crash
Stocks have been battered by the Federal Reserve’s quest to rein in the highest rate of inflation in 40 years. So far, however, investors have expressed little concern over the […]
Avoid IRA Rollover Tax Traps
An IRA rollover is usually a tax-smart move, because it allows you to continue to defer taxes on the amount you roll over. But Congress has laid traps for the […]
Recession Preparation
By: Gigi G. LeKites, CFP®, CRPC® Inflation is up, the market is down and now there’s talk about a recession! Just the idea of a recession makes the calmest person […]
