There are two systems of taxation in our country: one for the informed and one for the uninformed.” Judge Learned Hand – U.S. Appeals Court Justice (1872-1961)
The Conversation
Stretch IRA
Stretch IRA changes as a result of the SECURE Act of 2019
Can I Contribute To My Roth IRA
Can I Contribute To My Roth IRA is an important question. A Roth IRA is a great option for you who is looking to save after-tax dollars, offering the opportunity for tax-free growth and relaxed distribution rules.
Roth 401k
Roth 401k allows you to contribute after-tax money now so that you can withdraw your money later – Tax-Free – after 59.5 vs. “Tax Deferred” in a Traditional 401k plan. Is the Roth 401k right for you?
Contributing To My Roth 401(k)
Roth 401(k)s have become an increasingly popular alternative to traditional 401(k)s, allowing participants to make after-tax salary deferrals to your employer plans. You may have the opportunity to contribute to a designated Roth account in your 401(k), but are uncertain about the best savings strategy for your personal circumstances.
Consider Doing A Roth Conversion
There are a lot of important considerations to weigh before doing a Roth conversion. As a result of the current market condition and changes due to the SECURE Act, Roth conversions are becoming an important strategy that is worth discussing. This flowchart addresses some of the major decision points to help you be guided through the conversation.
Tax Loss Harvesting
Tax loss harvesting turns market downturns into valuable tax-saving opportunities. Discover how this disciplined approach can strengthen your portfolio and why working with a fiduciary advisor makes all the difference.
