3 articles about topics all investors NEED to know... Save for Retirement EVEN IF You Don't Have a 401(k) Every working American can save for retirement. Just because your company doesn't offer a 401(k), doesn't mean you're out of luck. If you've never heard of SIMPLE, SEP, Roth or Traditional IRA's, we'd be very happy to fill you in! How to Avoid Outliving Your … [Read more...] about Simple Reads: No 401(k)?, Retirement Spending & LTC
Over 20% of Americans wait until the very last day to file taxes. Some call it procrastination! Not US!! We call it extra time to find ways to save on taxes, while also planning for retirement. I've had several conversations this week about funding IRA's, and there seems to be some confusion, so I wanted to spend a minute to clarify some main points... -How much can … [Read more...] about LAST MINUTE Tax Tips that Can Boost Your Retirement!
Should you put your money into a traditional or Roth IRA? Take our Really Simple Quiz... 1. Will I be in a higher tax bracket today, or when I retire? Today (generally, high earners and older workers): Traditional IRA When I retire (generally, low earners and younger people): Roth IRA The most important distinguishing factor between Roth and traditional IRA's is … [Read more...] about Take the Roth v. Traditional Quiz!