effective-strategies-for-saving

Changing Our Minds on the Way We Save

  • June 6, 2017

written by Mark Lamb A Federal Reserve study cited in The Atlantic reported nearly half of Americans could not come up...

Common IRA Contribution and Distribution Mistakes and How-to Avoid Them

  • February 12, 2017

written by Olivia Tinkler Protecting the value of your individual retirement accounts (IRAs) and other retirement accounts is incredibly important. IRAs...

FAQ: What is the Roth IRA contribution limit for 2016?

  • April 28, 2016

Individuals may contribute up to $5,500 to a traditional and a Roth IRA for 2016. This is the same limit as...

Requirements For Withdrawals, Distributions and Rollovers Involving IRAs

  • February 15, 2015

The IRS has posted frequently asked questions on its website on withdrawals from individual retirement accounts (IRAs), simplified employee pension (SEP)...

How to Comply with the Affordable Care Act’s Individual Mandate

  • January 11, 2015

Beginning January 1, 2014, the Affordable Care Act (ACA) required individuals to carry minimum essential health coverage or make a shared...

Retirement Plan and HSA Dollar Limits Increase in 2015

  • November 3, 2014

written by Kevin Hogan The IRS recently provided the retirement plan limits for 2015, many of which have increased from 2014....

Moving due to a job change? There might be potential tax savings that come along with your move.

  • September 15, 2014

written by Eric Lampe Moving expenses may have the ability to be tax deductible by individuals. There are three key criteria’s...

Estate Planning for Appreciated Assets with a Zeroed-out GRAT, Part 2

  • May 19, 2014

written by Brenda Logsdon Click here to read part 1. A GRAT is an estate planning technique that minimizes the tax...

Estate Planning for Appreciated Assets with a Zeroed-out GRAT, Part 1

  • May 12, 2014

written by Brenda Logsdon A GRAT is an estate planning technique that minimizes the tax liability existing when inter-generational transfers of...