Dec 12, 2013
It’s not too late to cut your 2013 tax bill.? Prior to Dec. 31st: ?Increase your 401(k) and 403(b) contributions if you haven’t been contributing at the maximum rate all year.? This year you can put away up to $17,500 ($23,000 if 50 or older) into your...
May 14, 2013
As people switch jobs, change financial planners, or just move through life, it’s not uncommon to leave a trail of IRA accounts, 401k accounts, and 403b accounts. Why not take this opportunity to clean up these retirement accounts by consolidating them into one...
Jun 7, 2012
Each winter, when my staff and I meet with our clients to review their tax information, we get this question a lot, “Should I go with the Roth version of my employer’s 401(k) or 403(b) plan, or should I stick with the traditional version?” Taxpayers...
