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As we continue marching towards a new year, there are several important things to keep in mind regarding your financial planning. These items may or may not make sense for you, but they are topics you should generally evaluate each year. Maximize Retirement Plan Contributions It is important to remember that while IRA and Roth […]
The first eight months of 2022 have been tough for investors. Stock indexes around the world have declined by double digits, while historically safe bonds have suffered their worst performance in decades. Eventually, markets will resume their upward trend, but unfortunately, no one knows exactly when that time will come, and furthermore, no one can […]
Most of you know putting money in an IRA is a great tool for saving for your retirement. But there is a whole other level of strategies and tools you can use beyond the basics that can help you maximize your IRA to its full potential. We will be covering IRA investment strategies, IRA contributions, […]
Are you considering making the switch from an IRA to a Roth IRA? It might be a good idea! The good news is that it is now easier than ever… for the most part. If all of your retirement savings are currently in traditional IRA accounts, you may have questions on how you can change […]
I know, I know. You probably read the title of this blog and immediately considered tuning out. But I think your perseverance will be rewarded, because while today’s topic is about taxes, what we’re really talking about is the quality of life in retirement. It’s about living large while paying less to Uncle Sam. And […]
