Tag: IRA contibutions


2016 IRA contributions — it’s not too late!

Yes, there’s still time to make 2016 contributions to your IRA. The deadline for such contributions is April 18, 2017. If the contribution is deductible, it will lower your 2016 tax bill. But even if it isn’t, making a 2016 … Read More »


New IRS Guidance for Designated Roth Accounts

Does your employer offer a 401(k), 403(b) or governmental 457 plan? If so, you may be able to set up a designated Roth account through your company’s plan. Then your Roth account will be allowed to receive designated Roth contributions … Read More »

November 7th

Timely Articles. Comments Off on New IRS Guidance for Designated Roth Accounts


Stock market volatility can cut tax on a Roth IRA conversion

This year’s stock market volatility can be unnerving, but if you have a traditional IRA, this volatility may provide a valuable opportunity: It can allow you to convert your traditional IRA to a Roth IRA at a lower tax cost.

Traditional … Read More »

May 31st

Tax Department, Tax Planning. Comments Off on Stock market volatility can cut tax on a Roth IRA conversion


Make a 2015 contribution to an IRA before time runs out

Tax-advantaged retirement plans allow your money to grow tax-deferred—or, in the case of Roth accounts, tax-free. But annual contributions are limited by tax law, and any unused limit can’t be carried forward to make larger contributions in future years. So … Read More »

March 8th

Tax Planning. Comments Off on Make a 2015 contribution to an IRA before time runs out

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