Recent Posts

Spousal IRAs

Whether you’re a stay-at-home mom or just taking some time off from work doesn’t mean you should take a break from saving for retirement. And thanks to more generous federal guidelines, it’s easier than ever to keep that nest egg growing. Congress hiked IRA contribution levels to $4,000 and loosened …

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7. Seniors: Don't Forget April 1

Did you turn 70 1/2 last year? Make sure you tap your IRA before April 1. Are you an IRA owner who turned 70 1/2 last year? If you haven’t already started tapping your traditional IRA, then April 15 isn’t the only IRS deadline you need to heed this year. …

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Getting Started With Retirement Saving

Which is the best vehicle for retirement savings: a variable annuity, a Roth IRA or a taxable account? QUESTION: I’m 33 years old and have minimal retirement savings. What’s the best way to get started: Variable annuities, a Roth IRA or mutual funds held in a taxable account? ANSWER: A …

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