Tax time is the time to act on retirement savings!

It’s time to feed your “Financial Freedom Fund.” The federal government (under previous administrations… not sure how long this great deal will last….) offers a tax credit to help workers boost their retirement accounts. “The Retirement Savings Contribution Credit, aka the Saver’s Credit, is a tax credit that may be applied to the first $2,000…

Why You Need to Think About Your Retirement Taxes Long Before You Retire

If you wait until retirement to figure out your tax liability on your retirement accounts… it’s too late to do much to reduce your tax obligation. You need to plan for “tax diversification” while you are investing for retirement. Tax diversification means having some funds in non-taxable accounts like Roth IRAs. To learn more about…