2016 IRA Contributions — It’s Not Too Late!

By |March 14th, 2017|

There’s still time to make 2016 IRA contributions: The deadline is April 18. If the contribution is deductible, it will lower your 2016 tax bill. But even if it isn’t, a 2016 contribution is likely a good idea. Learn more in this blog post.

Stock Market Volatility Can Cut Tax on a Roth IRA Conversion

By |May 31st, 2016|

Stock market volatility can be unnerving, but if you have a traditional IRA, it may provide an opportunity: a tax cut on a Roth IRA conversion. If your traditional IRA has lost value due to market volatility, converting to a Roth now will minimize the tax, and you’ll avoid tax on future appreciation. Learn more in this blog post.

Make a 2015 IRA Contribution Before Time Runs Out

By |March 8th, 2016|

April 18, 2016 is the deadline to make a 2015 IRA contribution. If you haven't maxed out your annual contribution limits for 2015, now is the time to do so - and it could help you save on your 2015 taxes.