Articles

Is It Wise to Trade Your Pension for a Lump Sum?

Most private employers have already replaced traditional pensions, which promise lifetime income payments in retirement, with defined contribution plans such as 401(k)s. But 15% of private-sector

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Tax Benefits of Homeownership

Buying a home can be a major expenditure. Fortunately, federal tax benefits are available to make homeownership more affordable and less expensive. There may also be tax benefits under state law.

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Save Taxes Over Time – Two Roth Conversion Strategies

There are many things to consider when looking at Roth conversion strategies. Each person’s current and future situation should be reviewed to determine the best plan of action. Congress, in an

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