As the year comes to a close, and you’re busy rushing around to get those final presents for the ones you love, here are a few quick, last-minute strategies for cutting your tax bill on April 15. 1. “Take a small example, take a tip from me. Take all your money, give it all to charity.” Unlike the Sublime song,… read more →
Imagine a savings account that allows you to save pre-tax money (like a Traditional IRA, 401(k), or 403(b) plan), allows that money to grow tax-deferred (like all types of IRAs, 401(k)s, and 403(b) plans), and then allows that money to be withdrawn tax-free (like a Roth IRA). It’s a tax savings trifecta! It’s a Roth IRA on steroids, but in… read more →