Saving for retirement is essential, and an IRA can help you grow your money while giving you tax benefits. Adding as much as you can to your IRA in 2025 can give you more financial security down the ...

The average tax refund in 2024 is hovering around $3,000, with only 40% planning to put it into savings according to Credit Karma’s recent tax survey. That’s not just shopping money – that’s ...

For high-income earners, including physicians, getting funds directly into a Roth IRA or other after-tax accounts can be a ...

“The most common mistake that you’ll see is that a taxpayer will go to an accountant or go to do their taxes through a ...

The team at Waterville’s Golden Pond Wealth Management advises clients who wish to help their family’s younger generations.

A Roth IRA is a powerful tool if you use it correctly, but no employer match, lower limits, and income restrictions make it a ...

Growth and retirement withdrawals from a Roth IRA are tax-free, allowing investors to benefit from compounding over time. A ...

People with Roth IRAs generally have to wait five years before withdrawing earnings from their account. But the devil is in ...

By performing Roth conversions, our clients can reduce the size of their traditional IRAs, enabling them to lower their future RMDs. This can be particularly beneficial for those who anticipate being ...

Maxing out a 401(k) can be a great way to build wealth for retirement. This workplace account allows you to make pre-tax ...

Employers can’t contribute directly to an employee’s personal Roth IRA, but they can still help with retirement savings in ...

It's never on anyone's to-do list to carefully look at all the statements they're receiving. Most tax filers either hand those documents over to a professional or, if they are do-it-yourselfers, ...