Moving Out of State? Explore The Tax Implications First
With so many people working remotely, it’s become common to think about moving to another state — perhaps for better weather or to be closer to family. Many retirees also …
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 …