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