Tag Archives: Roth IRA
Tax Traps to Avoid in Retirement
Since we celebrated our nation’s birthday earlier this month, it’s only fitting to quote one of our founders: “Our new Constitution is now established, and has an appearance that promises permanency; but in this world, nothing can be said to … Continue reading
TAX SIMPLIFICATION – DON’T BET ON IT!
“Don’t tax you, don’t tax me, tax that fellow behind the tree,” quipped Senator Russell Long, who chaired the powerful Senate Finance Committee from 1966 to 1981. This past year, Halloween was barely over when House Republicans introduced their version … Continue reading
It’s Time for Year-End Planning – A To-Do List
As we just entered the fourth quarter of the year, now is the time to begin the year-end financial planning process. It’s time to get serious about both financial and tax strategy, evaluating open enrollment options at work, and reassessing … Continue reading
Financial Freedom Planners 