5 Reasons why
If the sunset occurs in 2026, tax brackets will revert back to pre-TCJA levels and many taxpayers will see their rates increase. The impact will extend beyond ultra high net worth (UHNW) clients as rate increases start as low as the 12% bracket, which is scheduled to return to 15%.
What is it?
Detail your services
If you have an opportunity to participate in your 401k, 403b, 457b, Roth, etc., DO IT, and don't wait, the earlier you start the better. Your Money will grow faster over a longer period of time.
IRAs
People who retire today can expect to live longer than their parents and grandparents, so you need a plan to live comfortably. An Individual Retirement Account (IRA) is one option that can help you reach your retirement goals.
There are several types of IRAs available:
- Traditional IRA. Contributions typically are tax-deductible. You pay no taxes on IRA earnings until retirement, when withdrawals are taxed as income.
- Roth IRA. Contributions are made with after-tax funds and are not tax-deductible, but earnings and withdrawals are tax-free.
- SIMPLE IRA. Is available to small businesses that do not have any other retirement savings plan. The SIMPLE – which stands for Savings Incentive Match Plan for Employees – IRA allows employer and employee contributions, similar to a 401(k) plan, but with simpler, less costly administration, and lower contribution limits.
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IRA
Roth or Traditional
What is it?
Roth or Traditional
Roth or Traditional
Roth or Traditional
Which one is best for me?
Roth or Traditional
Roth or Traditional
What are the Advantages
