The power of catch-up retirement account contributions after 50
Are you age 50 or older? You’ve earned the right to supercharge your retirement savings with extra “catch-up” contributions to your tax-favored retirement account(s). And these contributions are more valuable than you may think. IRA contribution amounts For 2025, eligible taxpayers can make contributions to a traditional or Roth IRA of up to the lesser…
Read ArticleRoth vs. Traditional IRA – Which Retirement Plan is Best for You?
Are you looking to start an IRA? An individual retirement account offers self-employed people the option to save for retirement and on their taxes. Learn more about the difference between a Roth and Traditional IRA to determine which retirement plan is right for you and your future.
Read ArticleDefer Capital Gains using Like-Kind Exchanges
If you’re a savvy investor, you probably know that you must generally report as income any mutual fund distributions whether you reinvest them or exchange shares in one fund for shares of another. In other words, you must report and pay any capital gains tax owed. But if real estate’s your game, did you know…
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