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60 Day Rollover Rule – What You Need to Know
If you have a retirement account set up and you’re making regular contributions, that’s great! There may come a time when you need to move these retirement savings from one account to another, and there are rules that come with this transaction. A common reason that people initiate a rollover is because they are changing […]
Mixed Signals on Inflation
Are you having a tough time keeping track of inflation’s mixed signals? You’re not alone. Consumer prices in July climbed at their fastest rate since August 2008. Worse, producer prices, which can be an indicator of future price changes at the consumer level, rose at the highest rate since tracking began.1 However, in recent weeks, […]
5 Ways a Roth IRA Can Help Minimize Your Taxes in Retirement
1. Tax-Free Withdrawals Money that goes into a Roth IRA is after-tax dollars. Because you’ve already paid taxes on that money, once it is withdrawn, it comes out tax-free. There are some restrictions on those withdrawals if you want to avoid penalties and taxes. But keep in mind, you can withdraw your contribution at any […]
Spotting Credit Trouble
American households with credit card balances carry an average debt of $8,602.1 The wise use of credit is a critical skill in today’s world. Used unwisely, credit can rapidly turn from a useful tool to a crippling burden. There are a number of warning signs that you may be approaching credit problems: Have you used […]
How Much are you Contributing to Your Retirement?
Do you know what the contribution limits are for your specific type of retirement account? Knowing these limits will help you make the maximum contributions without exceeding those limits and get penalized for over contributing. Making the maximum contribution allows you to save as much money in your retirement account before you get to retirement […]
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