by David Raye | Feb 14, 2020 | Retirement Planning
Roth Conversions As more and more baby boomers continue to reach retirement age, many are looking at the benefits of converting traditional IRA accounts to Roth IRAs. The way a Roth conversion works is that tax would be due on the converted amount since it was...
by David Raye | Jan 7, 2020 | Tax Policy & Legislation
Stretch IRA strategy curtailed under new law Last month, in the midst of all the impeachment proceedings, Congress quietly passed legislation that would make significant changes to the tax laws governing retirement plans. The most significant provision would require...
by David Raye | Dec 10, 2019 | Lower Your Tax Bill
As the end of the year approaches, you may be looking for ways to lower 2019 taxes. With the stock market near record highs, you may also be sitting on significant unrealized capital gains. This may be the perfect time to turn your investments into tax deductions....
by David Raye | Sep 15, 2018 | Retirement Planning
When to begin receiving your Social Security benefits is one of the most important decisions you will make in retirement. Many factors such as your health, financial position and desire to continue working will come into play when making this decision. The amount of...
by David Raye | Sep 15, 2018 | Retirement Planning
In many cases, the answer to this question is a resounding YES. Eliminating debt is a worthy goal and a key factor in building wealth. Removing that monthly obligation will free up funds that can be used to build up your retirement nest egg. There is also an...
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