Traditional IRAs, which were created in 1974, are owned by roughly 31.1 million U.S. households. And Roth IRAs, created as part of the Taxpayer Relief Act in
Who among us wants to pay the IRS more taxes than we have to?¹
While few may raise their hands, Americans regularly overpay because they fail to take tax
If you're like many small business owners, running your own business is an all-consuming endeavor.
In the face of everyday demands, choosing a retirement plan
Does the recent downturn in the market have you second guessing your investment choices? Don’t worry, you’re not alone. The volatile markets are back and most
Planning for 2016 could be confusing and investors still need to be watchful. Rising interest rates, a volatile stock market, an active political landscape and
Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing and your family ends up on a first-name basis with the nurse
Protecting your identity is crucial in this digital age we live in. The IRS recently launched an educational campaign called “Taxes. Security. Together.” to
First, let me stress that no one who is currently collecting Social Security benefits will be affected by the prospective changes to rules determining who can
The recently passed Bipartisan Budget Act of 2015 includes major changes to Social Security. This legislation opens up significant opportunities for those who
Despite all of the news we have heard about tax simplification, the current tax code still remains a complex combination of regulations, statutes, rulings and
Many taxpayers put off their tax preparation until the very last moment. Why wait for crunch time to prepare and review your information? Visit with your
Be careful if you inherit a retirement account. In many cases, the decedent’s largest asset is a retirement account. If you inherit a retirement account, such
