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Free Estate Plan
Investments News
March 24, 2016by AgingOptionsInvestments News

In Your 60’s? Tapping Your 401(k) Now Could Save You on Taxes Later

In the March 2016 issue of AARP Bulletin, this article caught our attention. It’s called simply “Keep More of Your Savings” – but the subtitle is more provocative: “How to give less to the IRS after you turn 70 ½.” You can click here to read the AARP article. What’s magic...
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Investments News
April 15, 2015by AgingOptionsInvestments News

Roth IRAs versus traditional IRAs

The primary difference between Roth IRAs and traditional IRAs is the point at which your investment is taxed.  Contributions to a Roth IRA are not tax-deductible and withdrawals are generally tax-free.  The benefit to Roth IRAs is that there are fewer restrictions and...
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