What are Roth Conversions? And why use them? Before digging into the answers to those questions, lets take a quick look at the difference between a traditional IRA and a Roth IRA. Contributions to a traditional IRA are tax-deductible, however, when the funds are later withdrawn from the account, the account holder will have to […]
Three Better Methods (than cash) to Fulfill Your Charitable Intentions
When there are so many options for how to give, how can we determine which is best? The answer is – it depends! There is a lot that varies based on your individual circumstances, which is why it’s important to seek out advice along the way. Below we’ve compiled a few common examples as well […]
What is Cryptocurrency?
An ancient Indian folk tale tells the story of six blind men who attempt to learn what an elephant is, but disagree because they each touch only one part of the elephant. The man who touches the elephant’s side insists it’s like a wall; the one who touches the tusk considers the elephant to be […]
How to Contribute to Your IRA
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Simple and Smart Year-End Planning Moves for 2020
Income Tax Mitigation • Charitable Gifts • Personal Gifts • Workplace Benefits The following information has been updated for 2020 and 2021. Many of us cannot wait for 2020 to be over. It has brought too many unpleasant surprises – from the coronavirus pandemic, to protests across the globe, to not being able to live […]
Popular Investing Acronyms and Acrostics
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