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Tag Archives: IRA
Home Improvement Tax Credits
As the end of the year approaches, so does the end to some tax credits for energy-saving home-improvements. If you plan to take advantage of some of those credits, you will need to act fast. All improvements must be in place and the equipment in service by December 31, 2010 to qualify.
Tax Tip: Saving for Retirement Series – Part 4: Roth IRAs
In this week’s issue, we will discuss the second major type of IRA, the Roth IRA. As a reminder, an individual retirement arrangement (IRA) is a personal retirement savings plan that offers specific tax benefits. Continue reading
SEP IRAs – One alternative to building a bigger retirement nest egg.
A simplified employee pension (SEP) is a written plan that allows the self-employed and employees to make retirement contributions to individual retirement arrangements (called SEP-IRAs). SEP-IRAs are attractive to self-employed individuals because this plan allows you to make contributions toward your own retirement and your employee’s retirement without getting involved in a more complex qualified plan (which require annual tax return filings).
Tax Tip: Saving for Retirement Series – Part 1: Traditional IRAs
We are beginning a series of Tax and Money Tips to take a look at ways that you can save for retirement in a tax advantaged way. As we approach year-end, now is a good time to review your current retirement plan and consider any moves needed to maximize your tax savings.
Using IRAs to Cover College Expenses
It’s time for college students to head back to school. But how are you going to pay for this next year of college? Some people will be able to write the check. But the majority of the population relies on loans, grants, scholarships, funds from family members and student earnings to cobble together enough money to pay the bills. What if it isn’t enough? Can you use your retirement savings to help pay the bill?
Continue reading
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