Have You Considered a Backdoor Roth IRA Conversion?
Traditional IRAs are a well-known, tax-deferred retirement saving vehicle. But they come with a major downside: You’re taxed on withdrawals. Roth IRAs eliminate this downside. You can take federal-income-tax-free qualified […]
8 Steps Toward Enhanced Financial Security
8 Steps Toward Enhanced Financial Security During uncertain times, you may be concerned about the effects world events will have on your financial affairs. Of course, there are no […]
Roth 401(k) Plans Have New Appeal for Employers
The traditional 401(k) plan is the most popular qualified retirement plan in the United States. As of March 31, 2024, Americans held $7.8 trillion dollars in 401(k) plans (out of […]
Do You Qualify for the 0% Tax Rate for Capital Gains and Dividends?
Many people currently qualify for a 0% federal income tax rate on net long-term capital gains (LTCGs) and qualified dividends earned in their taxable accounts. Investment assets that may qualify […]
Take Note of the Distinctive Features of a Roth IRA
For certain individuals, Roth IRAs can offer income and estate tax benefits that are preferable to those offered by traditional IRAs. However, it’s important to take note of just what […]
Webinar: 2023 Year End Planning & Tax Update
Webinar: 2023 Year End Planning & Tax Update On October 30, 2023, we hosted an informational webinar on the latest tax issues, year-end planning opportunities, an overview of recent […]
Webinar: Medicare 101 – Your Questions Answered
On September 27, 2023, we hosted an informational webinar about Medicare. Watch this video hear insights on topics such as: What Medicare is, who is eligible for it, and how […]
Update on New Retirement Account Catch-Up Contribution Rules
The Setting Every Community Up for Retirement Enhancement (SECURE) Act brought numerous changes to the retirement and estate planning landscape in late 2019. Congress followed up with the SECURE 2.0 […]
Webinar: MEDICARE 101 – Your Questions Answered
SEPs vs. SIMPLE IRAs: Smart Retirement Plan Options for the Newly Self-Employed
Are you new to self-employment? Working for yourself doesn’t mean you must forego tax-advantaged retirement savings. In addition to contributing to a traditional IRA, there are two basic retirement plan […]