Should you consider making after-tax contributions to an IRA? Anyone with an income can make non-deductible contributions to an IRA up to the annual limits. While these after-tax, non-Roth savings […]
5 Reasons You Shouldn't Make Non-Deductible IRA Contributions
by
Kristin McKenna, CFP®
on
September
03,
2019
in
tax planning,
Retirement Planning,
Infographics,
Traditional IRA,
Updated for 2019
Tax-Efficient Funds Don't Belong in Your IRA
by
Kristin McKenna, CFP®
on
August
27,
2019
in
tax planning,
Retirement Planning,
IRA Rollover,
Investing,
SEP IRA,
Roth IRA,
Traditional IRA
This article was originally published by Darrow advisor Kristin McKenna, CFP® by Forbes.
5 Ways to Minimize Tax on Your Investments
by
Kristin McKenna, CFP®
on
July
31,
2019
in
Charitable giving,
tax planning,
Infographics,
Investing
As the saying goes, nothing is certain but death and taxes. Though it's hard to argue with the truth, there are often ways improve your situation. Reducing your tax liability can be challenging, but […]
Should You Make Non-Deductible Contributions to an IRA?
by
Kristin McKenna, CFP®
on
July
23,
2019
in
tax planning,
Financial Planning,
Retirement Planning,
Investing,
Traditional IRA,
Updated for 2019,
Cash Management
Most high-income individuals are unable to make tax-deductible contributions to a traditional IRA due to IRS limits, yet their earnings level may allow the capacity to save more after maxing out a […]
How to Reduce Tax on Your Investments
by
Kristin McKenna, CFP®
on
July
02,
2019
in
tax planning,
Investing,
Updated for 2019
This article was written by Darrow advisor Kristin McKenna, CFP® and originally published by Forbes.
5 Financial Tasks to Prioritize in the New Year
by
Kristin McKenna, CFP®
on
January
08,
2019
in
tax planning,
Financial Planning,
Retirement Planning,
401(k) Plans,
Updated for 2019
There's truly no better time than the present to get your finances set up for the New Year. Unfortunately, for many busy professionals, there just isn't enough time in the day to tackle seemingly […]
New IRS Contribution Limits for 2019
by
Kristin McKenna, CFP®
on
November
01,
2018
in
tax planning,
Financial Planning,
Retirement Planning,
Updated for 2019
The IRS has released the 2019 cost-of-living adjustments, resulting in widespread increases to annual deferral limits - including the IRA, which previously hadn't changed since 2013. Short on time […]
How to Use a Roth IRA, Even When You Earn Too Much
by
Kristin McKenna, CFP®
on
April
10,
2018
in
tax planning,
Retirement Planning,
401(k) Plans,
403(b) Plans,
Roth IRA,
Updated for 2019
If you have an old 401(k) or 403(b) retirement plan, now may be a good time to consider converting to a Roth IRA. Diversifying your retirement savings can really pay off down the line for some […]
The Best Ways to Build Wealth
by
Kristin McKenna, CFP®
on
December
14,
2017
in
tax planning,
Financial Planning,
Asset Management,
Current events,
Retirement Planning,
Employee benefits,
Building Wealth
What are the best strategies to build wealth and a comfortable lifestyle for you and your loved ones? The answer isn't sexy or complicated. The best way to build wealth and create financial security […]
New IRS Contribution Limits for 2018
by
Kristin McKenna, CFP®
on
October
19,
2017
in
tax planning,
Financial Planning
The IRS has released the 2018 contribution limits. There are numerous cost of living adjustments to make note of.
