Blog Archives

4 Reasons Everyone Should Contribute to a Roth IRA

1) Tax – Free Distributions If the Roth IRA account is open for at least 5 years and the taxpayers is over age 59 1/2, then all of the distributions from the Roth IRA are tax-free.   2) Take Your


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IRA…All the Way…to Retirement!

The IRA (Individual Retirement Arrangement) is one of the more underutilized tools for retirement planning.  The primary benefit to an IRA is tax-deferred investing.  Income taxes are not paid until taxable distributions are made.  With limited exceptions, distributions made prior


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Now is The Time…Start Tax Planning for 2010

You’ve just finished filing your 2009 income tax returns, or you were too rushed and filed for an extension.  And here I am talking about 2010 tax planning? Yes…I am.


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The Roth 401(k) Plan…It’s Becoming a More Popular Retirement Plan

The Roth 401(k) plan is becoming a more popular retirement plan option offered by employers.  This has become the foundation for many people’s retirement plan.  Unlike a traditional 401(k) plan where contributions are made pre-taxed, contributions to a Roth 401(k)


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The 401(k) Plan…The Foundation of Your Retirement

Many employers will offer a 401(k) to their employees.  A 401(k) plan offers many advantages to employees.  The biggest advantage is tax-deferred investing.  These accounts are not taxed until distributions are made.


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