Reminder: Contributing to Your IRA by April 15 Could Lower Your 2018 Tax Bill

Would you like to potentially lower your tax bill? Contribute to your IRA by April 15th for a potentially lower tax bill before you file your tax return. The contribution limit for IRAs (both traditional and Roth) for 2018 is $5,500 for any working individual under the age of 50. Those over the age of  Read more ➝

11 Retirement Planning Strategies to Jumpstart 2019

1.    Up Your Retirement Contributions The start of a new year is the perfect time to set new goals and save more. In 2019, you can contribute more than ever into your retirement accounts. Total contributions increased by $500, now totaling $19,000. If you are expecting a raise, bonus, or are able to sock away  Read more ➝

roth ira

Retirement Planning: Roth IRAs vs. Traditional IRAs

When you start thinking about retirement, it’s important to carefully consider the type of IRA you choose to open. Your risk tolerance, income, and investment goals can all help to determine if a Traditional IRA, Roth or even a Self-Directed IRA is the best fit for you. We encourage everyone to speak with a fiduciary  Read more ➝

stack of will and ira papers

Where’s the Beneficiary Form…?

One of the biggest issues we hear about from our professional colleagues is inherited IRAs. When handling any IRA, the beneficiary form should be one of your top priorities. Checking your client’s beneficiary forms can be one of the highest levels of service you give them. Not only will this deepen your relationship with the  Read more ➝