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The Difference Between a Roth IRA and an IRA

  The Roth IRA and an IRA both offer different tax advantaged ways to save for retirement. If you are serious about your retirement plan take these 5 Easy Steps to Retirement. Roth IRA   Investors are allowed to fund


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The Difference Between a Roth IRA Contribution and a Roth Conversion

Roth IRA   The Roth IRA (“Roth”) is an excellent tool to help provide for retirement funding.  Here are 3 Proven Reasons You Need a Roth IRA. The Roth is a younger investor’s best vehicle to use.  Unlike the IRA,


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7 Reasons Why All Investors Over Age 70 1/2 Should Consider a Qualified Charitable Distribution

  Our observation is that many people are very generous with the donations they make.  It sure helps that there is likely a tax deduction for this, no question.  Many people are accustomed to donating cash, writing a check to


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“It’s Not About the Money”

Don’t you just love it when a Major League athlete signs a huge contract with a new team and says, “It’s not about the money.” Bull Just to be clear: It’s always about the money!   Don’t get me wrong


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3 Reasons Affluent Connecticut Residents Should Consider a Roth Conversion

  Affluent folks in Connecticut should consider doing a Roth Conversion.  What is a Roth Conversion? This is when a distribution is made from an IRA, taxed and then converted into a Roth IRA. Here are Five Reasons the Affluent


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How to Use the Tax Code to Retire in Style

How do you envision your retirement?  Spending long, lazy days at the beach? Spending more time with your grandchildren? Going golfing or fishing a lot more?  Everyone has their own ideal retirement plan.  Want more help getting to your retirement? 


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No Deposit. No Return.

What does this mean? If you don’t put something in (deposit) you won’t get something out (return). Isn’t that the truth? This applies whether you want to learn to play the guitar, improve your culinary skills or learn how to


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3 Proven Reasons You Need a Roth IRA

To be eligible for a Roth IRA you need to have earned income from wages or from self-employment.  Additionally higher income earners are not eligible.  Married couples filing a joint return with a modified adjusted gross income of less than


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