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What does the Fiscal Cliff Deal Mean to Your Income Taxes?

By on January 4, 2013 in Policy and Your Money, Tax Planning

American Taxpayer Relief Act of 2012 – Updated Fiscal Cliff Deal Calculator The theater (crisis) is over for now and a last-minute agreement was made in Congress.  What is harder  to believe? The 154 page document was given to the Senate 3 minutes prior to their voting on it or that President Obama went on [...]

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Take Advantage of Tax-Free Roth IRA

By on December 1, 2012 in Achieving Financial Independence, Estate Planning, Investments, Post-Retirement Planning, Tax Planning

Yes, I am referring to you. My favorite retirement savings vehicle is the Roth IRA and you may be wise to use it. There are 3 ways to fund a Roth IRA. 1. FRONT-DOOR Roth Contribution  – Contribute directly if – Married family income under $173,000 (phased out to $183,000) A Roth IRA is funded [...]

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Roth IRA Life Planning Today

Hitting The Control/Alt/Delete Button on a Roth IRA

By on October 7, 2011 in Tax Planning

In an attempt to make the best of a sour economic situation it’s time to take a look at your IRA or Roth IRA and try to make those sour investment losses you may have experienced over the last quarter work for you, rather than against you. If you proactively took the opportunity to take [...]

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