Tax Efficiency – How we Work to Save Your Tax Dollars One of the things that we pride ourselves on is our work with clients on tax efficiency. What do we mean by that? Globally speaking, something is “tax-efficient” if it is taxed at a lower rate than an alternative. Basically, tax efficiency refers to …
Roth IRA
August 2023 Newsletter
Financial Planning – Key for Retirees A successful retirement is often looked at as the goal of financial planning. However, the planning process does not end there. In fact, once you retire, there are many key events that a good plan should address and unique sets of challenges that go with them. Read More Financial …
Roth vs. Traditional Contributions
Roth vs. Traditional Contributions For those actively working, there are many benefits and other financial decisions to make each year. One key decision is associated with your employer savings plan. Many of us hear the term Roth and aren’t quite sure what it means. It is a type of contribution that you can make to …
College Funding
Part 2 Preparing for College Funding In my last post, I started to explain the different ways that parents (or whomever) can prepare for college funding. This post covers 4 additional ways. Again, here is a handy dandy chart: Like Traditional IRAs, contribution limits apply to Roth IRAs. In addition, with a Roth IRA, your …