Tax-Smart IRA Withdrawal Strategies to Minimize Your Liability
As the year winds to a close, your chance to lower your 2024 tax bill also winds down. Certain taxpayers may be able to make qualified charitable distributions (QCDs) using …
Small Business Retirement Savings Options
If you’re looking for a retirement plan for yourself and your employees, but you’re worried about the financial commitment and administrative burdens involved, there are some options to consider. One …
The Flexibility of a Self-Directed IRA
Traditional and Roth IRAs can be relatively “safe” retirement-saving vehicles, though, depending on what they’re invested in, they limit your investment choices. For more flexibility in investment choices (but also …
Is it a good time for a Roth conversion?
The volatility in the stock market may have caused the value of your retirement account to decrease. But if you have a traditional IRA invested in stocks, a decline may …
Is Your Withholding Working for You? Avoid Owing or Overpaying Taxes
If you were distressed to find you owed money when you filed your last federal tax return, you might want to change your withholding so that this doesn’t happen again. …