I talked with a client this week about a few items concerning Roth IRAs and thought it was worth revisiting these topics as the deadline for 2024 IRA contributions approaches Roth Refresher As a reminder, there are two main categories of retirement savings in the US (1) Traditional savings, which provide for an immediate tax […]

We’re in the homestretch of the 2022 tax season and as a result, I’ve been fielding questions about IRA and Roth IRA funding. I recently helped a few clients contribute to Roth IRAs (despite being over the income limit) and thought it may be a useful item to touch on this week Wait, what’s a […]