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Should You Be Contributing to an IRA?

Mar 15, 2017
Contributing to a traditional or Roth individual retirement account (IRA) can be a great way to save for retirement, but are you even eligible to contribute? Here's some information on the requirements…

10 Things to do with a Bonus or Other Windfall

Mar 29, 2018
1. Invest it. A bonus or other windfall has the potential to make a lasting impact on your life if you use it to help reach your financial goals. Remember, even modest amounts that you invest today have…

The New Tax Law Makes Roth IRAs More Attractive: Part One

Oct 24, 2018
If you’ve been thinking about contributing or converting to a Roth IRA, this may be the time to do it. The recent overhaul of the federal tax code lowered the income tax rates for individuals – and lower…

The New Tax Law Makes Roth IRAs More Attractive: Part Two

Oct 25, 2018
Converting to a Roth IRA There are no income limits on who can convert their existing retirement savings to a Roth IRA. So even if your income is high, you can transfer savings from a traditional, SEP,…

Last-Minute Tax Reminders

Mar 10, 2020
The month of April is loaded with tax-related deadlines. Here are some of the key ones affecting individuals. Contribute to an IRA. You have until April 15, 2020 to contribute to an IRA for 2019 – and…

Five Things to Know if You Inherit an IRA

Feb 04, 2021
If you inherit an IRA, you have options. What your options are depend primarily on how you are related to the deceased account owner and when the account owner died. Here are five things to know about…

Test Your Knowledge of Roth IRAs

Apr 08, 2021
There are two main types of individual retirement accounts: Roth IRAs and traditional IRAs. Here is an opportunity to see how much you know about Roth IRAs and the tax benefits they offer. True or False:…