Watch this video on YouTube Investing through an IRA is a foundational method of retirement saving. Opening and contributing to an individual retirement account is not hard. That doesn’t mean IRAs are simple and easy to understand. I was reminded of this at the...
Watch this video on YouTube When saving money for retirement, taxes are not your friend. Their impact, even for those in lower tax brackets, can significantly reduce one’s retirement income. One of the better vehicles Congress created to help people save money that...
Watch this video on YouTube The President has fired the first warning shot indicating that politicians are eying the tax advantages of the Roth IRA. For years I’ve strongly encouraged maximum funding of Roth IRAs and 401(k)s. Clients have sometimes expressed...
Watch this video on YouTube Last year I reached a significant milestone—age 59 ½, old enough to withdraw money from my IRA’s with no penalty. While I experienced this milestone as bittersweet, it did remind me of the importance of timing when it comes to taking...
