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).

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.