Blog Archives

Roth IRA…The Ultimate Retirement Tax Tool

Last week we discussed the IRA.  This week we’ll talk about the Roth IRA. Who is eligible for a Roth IRA? You need to have earned income at least up to the amount of the contribution. There is a phase


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Tax Smart Year-End Giving

With year-end near, many people are considering making their annual donations to their favorite charity.  A tax smart way to do this is to gift appreciated assets.


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Give….and Receive!

Taxpayers over age 70-1/2 with an IRA have a year-end tax planning opportunity. 


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Year-End Tax Planning

Year-end tax planning could be especially productive this year, timely action can get you tax breaks that won’t be around next year unless Congress extends them.


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