Tag Archives: Roth IRA

tax

3 Ways to Reduce Your Tax Bill

Tax Expert Barbara Weltman shares last minute tax tips

Tax Expert Barbara Weltman shares last minute tax tips.

By Stacey Tisdale

Posted: Tags: , , , , , , , , , , , ,
10 money moves - savings_crop

Report Finds Differences in Retirement Savings Habits

Roth IRA investors tend to be consistent savers

A recent report shows in any given year, more than three in 10 Roth IRA…

By Sheiresa Ngo

Posted: Tags: , , , ,
retire

American Workers Still Struggling to Save for Retirement

TIAA-CREF survey shows significant savings gap

The TIAA-CREF Lifetime Income Survey found that 65% of Americans are saving 10% or less…

By Sheiresa Ngo

Posted: Tags: , , , ,
dollar question

The Roth IRA Still a Mystery for Some

Fear and lack of knowledge are holding some investors back.

Some investors are giving the Roth IRA the cold shoulder.

By Sheiresa Ngo

Posted: Tags: , ,

Retiring Rich: How to Build a Nest Egg With Your Spouse

Advice, tips and strategies you can use now to ensure a secure retirement in the future

Planning for retirement is crucial at every point of your life, and that planning changes…

By Renita Burns

Posted: Tags: , , , , , , , , , , , , ,
03WFL-Smith

Building Wealth

Ebony Smith seeks the tools to increase her net worth

Ebony Smith says losing her job was a blessing in disguise. In 2008, the former…

By Sheryl Nance-Nash

Posted: Tags: , , , ,

Rethink Your Retirement Plan

What you can learn from expert makeovers of real-life retirement savings strategies

There are few guarantees in life—especially when it comes to planning for your golden years.…

By Donald Jay Korn

Posted: Tags: , , ,

Planning, Diligence Key in Re-entering Workforce after Retirement

Being informed can save you a world of trouble

If you’re a retiree who has been receiving Social Security benefits, pension payments, or distributions…

By Margarette Burnette

Posted: Tags: , , , , ,

Stock Conversion Offers Tax-Free Rebound

Capital losses can be a not-so-bad alternative when stocks decline

If you take losses in a tax-deferred account such as an IRA, you won’t get…

By Donald Jay Korn

Posted: Tags: , ,

Retirement Funds and Your Small Business

Cost-effective ways to offer employees a much-needed benefit

With the current economic environment, many entrepreneurs believe they can’t afford to give their employees…

By Margarette Burnette

Posted: Tags: , ,