The only effective way to control and conquer your tax and financial issues is to review them throughout the year. And what better way to kick off the new year than to tidy up your financial and tax house. Here are some tips to get you started. (more…)
Posts Tagged ‘retirement’
Tax Tip Tuesday! Are You An Active Participant?
Are you an active participant in your employer’s retirement plan?
A “yes” answer can affect your federal income tax deduction for contributions to your traditional IRA. (more…)
What’s New: Do Your Annual Review Of Beneficiary Choices
Are your beneficiary designations up to date? Do you even know which accounts have beneficiaries and who you’ve designated? It’s easy to lose track. But it’s important to keep them current. Here’s why. (more…)
Financial Resolutions To Make For 2012
Shedding unwanted pounds, recharging a golf score that’s stuck in neutral, nurturing a better relationship with your teenager — these resolutions and many more will appear on lists this coming January. Of course, some good intentions will fade before the flowers arrive on Valentine’s Day. (more…)
What’s New: Debt And Needy Children Cloud Financial Picture For Retirees
Recent research reveals that Americans are finding it hard to retire in financial comfort, thanks to too much debt and adult children needing financial assistance. (more…)
Avoid These Retirement Planning Mistakes
Retirement can creep up on you. One day you’re climbing the corporate ladder or building a client base for your business. Next thing you know, you’re in your 50s or 60s. Thoughts of spending your days playing golf, pursuing a favorite hobby, or traveling to far-flung regions start calling you away from the daily grind. (more…)
Take Advantage Of The Tax-Free IRA Charitable Rollover
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The Tax Relief Act of 2010 extended the provision that allows taxpayers age 70½ or older to make charitable donations of up to $100,000 directly from their regular or Roth IRAs. But the provision is set to once again expire after this year. Should you take advantage of this option in 2011? (more…) |
Tax Tip Tuesday! Do Estate Planning For Your IRA
Who gets what and what goes where sounds like a riff on an old joke. But when it comes to estate planning for your IRA, those are important questions. (more…)
