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Traditional and Roth IRA Basics
Individual Retirement Accounts (IRAs) are a cornerstone of retirement planning for people who don’t have employer-sponsored plans, but did you know that many people with a 401(k), 403(b), or Thrift Savings Plan (TSP) are also eligible to contribute? If you’ve been thinking about boosting your savings, an IRA could be the perfect way to turbo-charge your retirement plan. Best of all, there’s still time to take advantage of those tax…
What Is Medicare IRMAA? How to Avoid an Expensive Surprise.
Medicare is a fantastic benefit that makes it possible for many retirees to enjoy life more fully, thanks to premiums that are far more affordable than market rates on private health insurance plans. Still, Medicare isn’t free, and there are…
The Difference Between Marginal Tax Rates and Effective Tax Rates — and When to Use Them.
One of the biggest expenses in your life is federal income tax. Sure, writing the check for the payment on your home is a major milestone, but most people will end up paying far more than that in taxes over…
Know Your Arizona Tax Credits for Charitable Contributions
Believe it or not, 2020 is — finally! — over, and it’s almost time to file your taxes for this very strange year. Are you ready? As you gather your paperwork to do your taxes, there’s some great news for…
The Pros and Cons of Converting to a Roth IRA
When it comes to retirement planning, one of the biggest choices you’ll face is whether to choose a traditional or a Roth IRA. They each have their own distinct advantages, but the right one for you will depend on your…
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Whether it's financial planning or investment management or both, we believe confidence should drive every money decision you encounter.
