Roth IRAs- The Way to Tax- Free Savings
by Denise Appleby, CISP, CRC, CRPS, CRSP, APA The Roth IRA is often referred to as the back-ended IRA. This is because unlike Traditional IRAs
Retirement Planning
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Roth Conversion Lost Value? Nullify it by Recharacterization!
by Denise Appleby CISP, CRC, CRPS, CRSP, APA Important Update: The Tax Cuts and Jobs Act of 2017 repealed the option to recharacterize
Deadline for Recharacterization Extended by the IRS- Financial Institution’s Error
by Denise Appleby CISP, CRC, CRPS, CRSP, APA A Taxpayer who misses the deadline for completing a recharacterization may have some recourse, if the failure
The IRS Announces Plan Limits for 2008
by Denise Appleby CISP, CRC, CRPS, CRSP, APA The IRS issued Revenue Procedure 2007-66 and IR-2007-171, in which they provide plan limits for 2008. The
Small Businesses Can Still Fund a SEP IRA for 2016
by Denise Appleby, CISP, CRC, CRPS, CRSP, APA Originally published January 2013. Updated with 2016 numbers If you own a small business and are looking
Retirement Planning
Maximizing The Accumulation Phase of Retirement
What is the Maximizing The Accumulation Phase of Retirement? The period during which an individual adds to his/her nest egg. The amounts added during the
