Microsoft led the way in a rarely utilized benefit within their 401(k) plan – the after-tax Roth conversion. And, slowly but surely, other companies are adopting this plan feature. So, how does it work, what other companies offer it and is it worth it?
What would you do if you didn’t have to work? At first, you’d probably celebrate your newfound freedom – sleep in late, go out more, travel. You’d partake of the pleasures you didn’t have time for before. Maybe you’d even tackle all those home projects you’ve been putting off for years. But after the excitement wears off, what then?
Roth IRAs are one of the few ways to build tax-free retirement income. And with a long retirement time frame, they can build quite the snowball. But, if you make too much income, the IRS won’t let you contribute. Fortunately, for many, the Backdoor Roth IRA can help...so is it worth the extra effort?
Can taxes really be turned into opportunities? We discuss a few strategies!
In our tech-heavy Pacific Northwest, many companies grant stock or...
A summary of changes to long-standing retirement account rules.
Many people save and invest vaguely for the future. They know they...
Living in the Pacific Northwest, you’ve almost certainly done a bit of...
The IRS increased the annual contribution limits on IRAs, 401(k)s, and...
It's one of the most frequent discussions we have with small business...
Before you enroll, take note of what the insurance does not cover and the changes ahead.
Before you enroll, take note of what the insurance does not cover and the changes ahead.
