Optimizing The Saver’s Tax Credit With A Traditional IRA

19 July 2017
 Categories: , Blog

Tax filers who participate in a company-sponsored retirement plan are sometimes surprised to learn that they are eligible for an extra tax credit. The tax credit is in addition to the regular tax-deferral benefits of a retirement plan. Other working individuals who are not in a company retirement plan may also receive the additional tax credit if they contribute to an individual retirement account. The tax credit is officially known as the " Read More 

3 Ideas About What To Do With Your 401K When You Have Retired

17 February 2017
 Categories: , Blog

If you are planning on retiring this year, then it is important to decide what you are going to do with your 401k account. It's a big decision since this will be the money which you use to survive. It will help supplement your Social Security income, which might not be enough to cover your bills. However, you need to choose what to do with your 401k funds. Here are three ideas to consider. Read More