Have you saved for 2016? April 15th looms and for those of you who haven’t saved for 2016, time is running out. As if that pressure isn’t enough, you have to decide what kind of retirement account to use. Roth IRA Roth IRAs allow you to put up to $5,500/year in ($6,500 if…
Second in a 2-Part Series In part one you have madly scrambled to increase your retirement plan savings and sign up for your Flexible Spending Account during the last milliseconds of open enrollment. Now, let’s talk about the other 3 items on the list. #3 Harvest Tax Losses In your non-retirement (a.k.a. taxable) accounts, you report…
That’s right, folks. Albert Einstein thought the tax code was too complex to understand. Where does that leave us mere mortal non-physicists? Hopefully, reading the Sullivan Financial Planning blog! When anyone is talking to you about investment ideas, the question you need to be asking is simple: What’s in it for me? In the case…
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