It’s a challenge to optimize your investments with accounts spread over many different plans. Trying to pick the best mutual funds from four different menus that change from year to year can be a challenge for professional investors, let alone individuals.
There are superior alternatives to the conventional wisdom, and with some tweaks you could achieve a “portfolio longevity” increase of over three years.
With final exams this month for CU and local high schools, thousands of Boulder County residents will be marching for their graduation ceremonies. Whatever the age of your graduate, you should introduce them to the power of the Roth IRA.
With the tax filing deadline tomorrow, most of us will be trying to put income taxes out of our mind for the next year. This would be a mistake, because with the passage of the Tax Cuts and Jobs Act (TCJA) in late December come new strategies in 2018 to reduce your tax bill.
Think About Adjusting Your Income
Retirement Funds: Options to Think About
Whether you’re a mid-career serial entrepreneur or in your first job out of college, it’s good to be organized about where your savings should go.
Automate your retirement plan contributions, contribute to other regular savings opportunities, and slow down automated spending on bills and credit cards.
If you can automate financial virtue and slow down financial vice, you will achieve your goals sooner than you could imagine.
We care about Roth IRAs because they are the one investment strategy that permits tax-free growth for your lifetime and the lifetime of your heirs.