Roth IRAs

Latest Stories

Seven End-of-Year Tips for Reducing Your Income Tax

By Eva Victor | November 3, 2015

The approaching end-of-year is an ideal time to explore opportunities to reduce your 2015 income taxes. Here are 7 things you can do between now and December 31.

Retirement Planning Week is a Time for Action

By Lynn Nolan | April 14, 2015

This week is Retirement Planning Week. It’s a week for action, not for contemplation. What does that mean for you? Here are five specific actions you can take this week.

Five Smart Ways to Use Your Tax Refund

By Margaret Muldoon | April 7, 2015

First, let’s talk about what to do with this year’s refund, and then we can explore how to change things so that you get to keep your money this year.

Has Your Estate Planning Caught Up with the Latest Tax Law Changes and Planning Opportunities?

By Eva Victor | December 30, 2014

The American Taxpayer Relief Act of 2012 (ATRA), enacted January 2, 2013, made significant changes impacting federal wealth transfer taxes and income taxes – creating new planning challenges and opportunities.