May 26, 2014 | financial planning, taxes
Summer is the time that most of us clean out our closets and all that paper that has accumulated over the years. Many have called to ask “How Long Do I Need To Keep My Tax Records?” Unfortunately, there is no ONE answer to this question. The main reason...
May 26, 2014 | Uncategorized
Summer is the time that most of our students experience their FIRST paid employment. What an eye opener! Welcome to the real world! This includes paying taxes to support the place where we live, our state and our nation. Those sidewalks and roads that you use to...
Jan 21, 2014 | Uncategorized
Now is the time to consider a Roth IRA OR Roth 401-K plan. Open a new account using after tax dollars OR use funds from a traditional IRA or 401-K by converting some of these funds to a Roth plan. As stated in an earlier blog posted on June 19, 2013, the Roth is a...
Jun 19, 2013 | financial planning, taxes, Uncategorized
Think of a Roth IRA as a long-term savings/investment account that you can add to annually or withdraw from when needed. There is no penalty or tax when withdrawing your contributions. The funds you earn on this account are tax free if the account is open for...
