Can A Roth IRA Help You Minimize Your Tax Loss?
Dealing with retirement can be tricky. Do you plan for the here and now and everything that goes with it or do you plan for the future and try to take an educated guess as to what might happen? This is especially true when it comes to taxes. Is it better to pay taxes today under the current low rates, or pay them later when they could potentially be higher? What can you do today to lower the probability of paying those higher taxes?
Death and Taxes – The Tax Trap For Successful Retirees
Successful Retirement or Tax Trap; Will You Be The One Who Pays More In Tax During Retirement? by: Jeremy Reif, CRPS If you are/were successful in your career and saved enough to retire, congratulations! The Internal Revenue Service (IRS) would also like to thank you. If you knew the tax trap existed, you might not […]
The Ultimate Guide to Setting Up a Roth IRA for Your Kids
Set Your Children Up For Success, Kids Investing In Roth IRA by: Jeremy Reif, CRPS In a recent client meeting, I was introducing one of my business owner clients to a CPA. During this meeting, we were talking about tax opportunities and ended up on the subject of funding Roth IRAs for their children. My […]
5 Reasons to Consider a Roth IRA
October 31, 2017 — By Jeremy Reif, CRPS® Retirement planning is far from simple. While that may seem like a blatant understatement, it’s especially true when you start looking at all your investment options and try to determine what is right for you. By now, most of us have heard about Roth IRAs and hopefully […]
Roth IRA For My Children, Too Good To Be True
The Benefits and Strategies of Starting a Roth IRA For My Children By, Jeremy Reif, CRPS If you haven’t heard of a Roth IRA by now, you must be living under a rock. Let’s discuss a new twist to investing in a Roth IRA. Knowing what you know now, do you wish that you had […]