Our Winter 2026 financial planning newsletter is now available. In it, we share key financial numbers for 2026 and review what's going on in the investment markets right now. We also cover reminders and updates about retirement plan catch-up contribution changes, tax changes, and mortgage … [Read more...]
Non-Deductible IRA Contributions: Good Idea?
If your income is over the limit for deductible and Roth IRA contributions, you are faced with a dilemma each year: should you contribute to a non-deductible IRA? Making a non-deductible contribution shouldn’t be an automatic decision. It could be beneficial, or investing the same amount of money … [Read more...]