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Tag: Roth IRA

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18 Apr

What Should I Do with My Tax Refund?

  • By Thrive Media
  • / Tax, Wealth
  • /Tags: 529 Plan, advisers, assets, ATA Financial, brokerage, IRA, Lehigh Valley, refunds, Roth IRA, stocks, tax, taxes, withholding

Receiving a tax refund is exciting as long as you don't dwell on the fact that it was your money to begin with! Jill Schlesinger of "Jill on Money" shares tips on reducing your withholding if possible and using your tax refund wisely.

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23 May

The Savings Game: Traditional IRAs are an IOU to the IRS

  • By Jeff Tintle
  • / Accounting, Blog, End of Life, Estate, inheritance, Retirement, Tax, Wealth
  • /Tags: assets, financial goals, IRA's, IRAs, life insurance, planning, retirement, Roth, Roth IRA, tax, taxes

Slott says a traditional IRA is an IOU to the IRS, so he believes in looking for alternatives.

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