Down the Middle
New Year, New Hope
…sure that you’ve maxed out to the extent that you’re able all of the opportunities available to you, so that would mean a Roth IRA, or if you’re not eligible…
Search Results for: roth ira
Rethink Your Money
Lessons We Can Learn From the Crypto Meltdown
…There are very attractive tax advantage products overseas, just like we have say a Roth IRA here, they will have a similar type of tax advantaged investment and those, as…
Rethink Your Money
5 Wealth-Building Strategies to Implement NOW
…heard a lot about Roths. There’s been a lot of momentum. A lot of companies have been adding a Roth option, as this prospective client was talking with me about…
Rethink Your Money
Risks Worth Taking — From Home Ownership to International Investing
…creativeplanning.com/radio to get your question answered. I’ve got time for one more. Bill and Mission Beach, California says, “Should I withhold from my Roth conversions or pay the taxes from…
Rethink Your Money
Five Common Investor Mistakes and How to Avoid Them
…client whose net worth and certainly investible assets were mostly held within IRAs. And per their financial plan, that’s where we need to drive most of the distributions for their…
Financial Planning
Taking Retirement in Your 40s or 50s
…tax benefits. Tax-free contributions –Similar to contributions to a traditional 401k or IRA, contributions to HSAs are made with pre-tax dollars, which reduces your taxable income in the year contributions…
Financial Planning
Do These 11 Things Before Year-End
…contributions. If you’re in a position to do so, consider maxing out your 401k and IRA contributions prior to year-end. The 2023 401k contribution limit is $22,500 (plus a $7,500…
Financial Planning, Taxes
Strategic Generosity: A Guide to Optimizing Your Charitable Giving
…charitable distribution (QCD) For those taking required minimum distributions (RMDs) out of their IRA, this is another easy way to give more effectively. In a standard RMD, the distribution is…
Investment Management
…risk and return potential of investments before taking action in your portfolio. In addition to managing tax-efficient trades, our advisors guide clients on using pre-tax and Roth IRAs alongside retirement…
