When you invest, your main focus should be achieving your financial goals, not avoiding taxes. That said, if an investment decision causes your tax bill… Read More »MINIMIZING THE TAX BITEon Your Investments
NEW (TAX) YEAR The 2014 tax year is pretty much a wrap. There’s not too much individual taxpayers can do to change the outcome. But… Read More »The 2015 Tax Year is Here!
Question: May an employee who has a Roth 401(k) account also contribute to a Roth individual retirement account (IRA)? Answer: Generally, yes. However, Roth IRA… Read More »Roth 401(K) Q&A
When it comes to taxes, reaching age 70-1/2 is an important milestone. That’s because you have to start taking minimum annual distributions from your traditional… Read More »Age 70-1/2 is an Important Milestone for Taxes