retirement account

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Should I Choose a Roth IRA or Traditional IRA?

Should I Choose a Roth IRA or Traditional IRA?

By Guest| 2017-06-22T14:26:50+00:00 March 25th, 2015|

In a world bombarded with investing advice, it can be tough to figure out which individual retirement account (IRA) is right for you. Ideally, you want to begin investing for retirement as soon as you start earning an income. While many young adults may think there’s no need to rush into funding a retirement account [...]

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Tax Implications of Converting Your IRA to a Roth IRA

Tax Implications of Converting Your IRA to a Roth IRA

By Guest| 2017-03-21T14:20:54+00:00 November 7th, 2013|

A couple of years ago, I was invited to a presentation put on by an aggressive financial planner about all the reasons I and other tax professionals should try to convince our clients to begin investing in Roth IRAs instead of traditional IRAs and 401(k) plans. What did I learn? That if those of us [...]