Podcast Episode Overview In this episode, I answer a listener question about how to save for retirement. Specifically, “Should I be using a traditional IRA, Roth IRA, or both for retirement saving?” In order to answer this question, I provide a general overview of the features for both a Traditional and Roth IRA. When you […]
Tax Shelters – Introducing Tax Advantaged Accounts
Taking advantage of tax shelters through strategic planning is a key aspect of any good financial plan. In this article, we define tax shelters as well as discuss their advantages, disadvantages, and provide many examples. Tax Shelters – Definition A tax shelter is any account which provides tax advantages to the owner in the form of […]
