Will the Third Shoe Drop?
What does this have to do with year-end tax planning? If you’re concerned about a stock market dip, one strategy is to reduce your exposure to equities.
Cons and Pros of Roth IRAs
Annual contributions to IRAs, including Roth IRAs, are now capped at $5,500 ($6,500 if you’re 50 or older).
Past Losses Offer Winning Opportunities
Annual contributions to IRAs, including Roth IRAs, are now capped at $5,500 ($6,500 if you’re 50 or older).
Facing College Costs
Batley CPA is available to answer any questions you may have about nondeductible and deductible IRAs.
The Math of Buy and Hold
However, dealing with stock price volatility is not just an emotional matter. There are dollars-and-cents implications as well.
Winning Social Security’s Waiting Game
Starting as late as 70, which will entitle you to a higher benefit. Starting at 62, you’d get 75% of your FRA benefit; waiting after FRA increases your benefit by 8% a year.
Holding Stocks in Retirement Accounts
If you’re in that category, you’ll do your stock market investing inside your retirement account; you can decide what portion to allocate to equities.
Are Tax Refunds Good or Bad?
Batley CPA is available to answer any questions you may have about nondeductible and deductible IRAs.
Above-The-Line Tax Deductions
At this time of the year, chances are that you’re getting together information for preparing your 2014 income tax return or reviewing a return that’s already prepared.
Renting Versus Buying a Home
One key to choosing between buying or renting is to determine the annual rent-to-purchase price ratio in the housing market you’re considering.
