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What is happening with the latest economic data? Both the hard and soft data have been softening. Do you know the difference? What does this mean for our economic outlook at home? Let’s take a look at the GDP, inflation and durable goods, as well as consumer sentiment.
What are the major differences between the traditional Roth IRA and the 401(k) Roth? There are benefits to the employer-offered 401(k) Roth, like the ability to save more than in a traditional IRA, however, since it is part of the 401(k), there are some restrictions.
When it comes to investing, each person has a different tolerance for risk. A friend or coworker may not give a second thought to an investment that leaves you feeling uneasy. Do you know what factors to consider when coming up with the level of risk that best suits you?
Just like spring showers come every year, so does Tax Day. Effective tax planning is a continuous process, starting well before the April rains come. Here are several factors to consider throughout the year that may help reduce stress during the weeks before Tax Day.
Are you familiar with the IRS’s required minimum distributions (“RMDs”)? Learn about RMDs and strategies to effectively reduce taxes, optimize financial planning and maximize your legacy by preserving wealth in retirement for what is most important to you.
Here's a quick look at what's in the article: Are you familiar with “cafeteria plans?” They are included in the Internal Revenue Code and offer flexibility and tax savings on benefits for employers and employees. Discover what benefits are offered, who can participate, and how these plans can be advantageous.
