Roth IRA

On Forbes: Still Time to Fund a Roth IRA

April 12, 2012

There’s still time to fund a Roth IRA for 2011, Janet Brown writes in her latest post on the Forbes Intelligent Investing blog. Roth IRAs can provide significant tax savings. “Although your annual contribution to a Roth IRA is not tax deductible, the earnings and withdrawals (after at least five years) won’t incur federal income […]

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Investor Checklist: 5 Ways to Get Your Investments in Order

January 31, 2012

The New Year is often a time to get our investments in order.  Here are five ways to help you start this year on the right foot: 1. Set or Confirm Your Plan – Having a plan can help you stay focused in up and down markets so if you don’t have a plan, set […]

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