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,…
Blog Archives
The Difference Between a Roth IRA Contribution and a Roth Conversion
Tagged with: 401 (k) Plan, 401(k) plan employer match, Adjusted Gross Income, AGI, Beneficiary, BMW, Connecticut, Connecticut Residents, Connecticut Taxpayers, CT, Estate Tax, Income Tax, Income Tax Bracket, Income Tax Rates, Income Tax-Free, Internal Revenue Service, IRA, IRS, Life Expectancy, Married Filing Jointly, Required Minimum Distribution, Retirement, RMD, Roth Conversion, Roth IRA, Tax Bracket, Tax Deferred Accounts, Taxable Estate
“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…
Tagged with: 401(K) Plan, 529 College Savings Plan, 529 Plan, Apple Pay, Cash Reserve Fund, CHET, College Board, Connecticut Higher Education Trust, Connecticut Income Tax, Connecticut Income Tax Return, Connecticut Residents, Federal Reserve Board, Higher Education, IRA, Money, Mortgage, Required Minimum Distribution, RMD, Roth IRA, Student Debt, Student Loans, Tax Deduction, Tax-Free
5 Reasons to Fund a 529 College Savings Plan
1) College is Expensive Financing a college education today can be a big challenge. Having written some checks for college I find it handy to have a cold six pack close by. According to the College Board, the average…
Tagged with: 529 College Savings Plan, 529 Plan, CHET, College Board, College Education, College Tuition, Connecticut Higher Education Trust, Connecticut Income Tax, Connecticut Residents, Estate Tax, Gift Tax Return, Inflation, Lamborghini, New England, Starbucks, Task Rabbit, Tax-Free, Uber, UGMA, UNH, Uniform Gifts to Minors Act, University of New Hampshire
