Generally speaking, the IRS allows you to make your IRA contribution for a particular tax year up until April 15 of the following year. This rule applies to both traditional IRAs and Roth IRAs, giving you some flexibility in terms of the timing of your …read more »
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New Rules Allowing Roth Conversions inside 401(k) Plans
The American Taxpayer Relief Act of 2012 (ATRA) also makes it easier to make Roth conversions inside your 401(k) plan (if your plan permits). A 401(k) in-plan Roth conversion (also called an “in-plan Roth rollover”) allows you to transfer the non-Roth portion of your 401(k) plan …read more »
Importance of a Financial Plan
Financial planning takes into account your risk profile, needs, concerns, and desires about money and your future. Based on your needs and goals, a custom tailored financial plan can improve your financial outlook. As a minimum, it provides a snapshot of your financial situation. Important …read more »
Financial Planning – Helping You See the Big Picture
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That’s where financial planning comes in. Financial planning is a …read more »