Is It Time to Think About Tax-Free Income?
Federal and state governments have spent extraordinary sums in response to the economic toll...
Read Moreby Michael Harter | Oct 21, 2020 | Our Two Cents Newsletter, Personal Finance | 0
Federal and state governments have spent extraordinary sums in response to the economic toll...
Read Moreby Gene G. Smith, CPA Smith, CPA | Feb 14, 2014 | General Finance | 0
Contemplating whether to contribute to a Roth IRA or a defined contribution (DC) plan (such as a 401k)? Words of advice: Follow the money! If your company offers you a match for your DC plan contribution, you should keep...
Read Moreby Gene G. Smith, CPA Smith, CPA | Dec 14, 2012 | Investment Planning | 0
Did you know there is an order for how withdrawals are taken from Roth IRA accounts? Even if you have 10 different Roth IRA accounts, for tax purposes, they are considered one account. The IRS says that distributions MUST be...
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