It’s that time of year when we do our taxes — but it’s also the same time that tax scammers go to work. What scams should you watch for — and how can you avoid being victimized?
Watch Out for Tax Season Scams ! Read More »
There aren’t many drawbacks to having a high income — but being unable to invest in a Roth IRA might be one of them. A Roth IRA is attractive because its earnings and withdrawals are tax free, provided you’ve had the account at least five years and you don’t start taking money out until you’re 59½. Are there strategies that allow high-income earners to contribute to this valuable retirement account? Let’s take a look…
Depending on your situation, it might be appropriate to make some year-end financial moves. But there’s one in particular that may allow you to take advantage of the current investment climate while providing potential benefits far into the future. It’s called a Roth IRA Conversion.
Is a Roth IRA conversion right for you? Read More »
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Post offers recommendations on how to avoid becoming a burden to your children in retirement
72% of retirees say one of their biggest fears is becoming a burden on their families Read More »
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