Archive for ‘Take Charge of your Finances’
If you think back to your childhood, what were the biggest influences on how your view of money developed? If you’re anything like me, this question triggers memories of the struggle between saving my hard-earned allowance and spending it on the newest pack of baseball cards in hopes of obtaining the rare 1989 Ken Griffey [...]
Eligible to Contribute?
Roth IRA’s have been around since they were established by the Taxpayer Relief Act of 1997 and are named for the late Senator William Roth of Delaware who introduced the legislation. They have grown in popularity because of the special tax treatment they receive as long as certain requirements are met. Although you [...]
It’s very possible that you could be saving more money tax-free. If your company offers a Roth 401k option, then this could be your ticket. In recent weeks, the question we’ve heard most from clients is “should I be taking advantage of a Roth 401k?” To help you make a decision we’ve answered the most [...]
You’ve no doubt heard stories this week that the Obama Administration and Republican leaders have negotiated an end-of-year tax deal which will, among other things, extend the current income tax rates for the next two years for all Americans. Capital gains and dividends would also be taxed at the current preferred (lower) tax rates.
According to [...]
