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Bitcoin as an IRA Investment: 6 Things to Know

Wednesday, February 28, 2018
Bitcoin is receiving a surge of publicity as a possible IRA investment, and a number of new firms have recently started targeting the "Bitcoin IRA" market. Read about six things to know when investing IRA funds in Bitcoin.
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Fix Beneficiary Forms to Get the Most Financial Payoff for the Least Planning Effort

Wednesday, February 14, 2018
What is the simplest mistake you can make to cause major harm to your intended estate plan - and to the people you wish to provide for through that plan? It is having outdated (or missing entirely) beneficiary designation forms for your IRAs, employer-provided retirement savings plans, life insurance policies and other valuable financial accounts.
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Tips for a Successful Tax Season

Monday, January 15, 2018
The IRS says it will start accepting and processing 2017 tax returns on January 29 and expects to issue nine of 10 refunds within 21 days. To get the fastest refund possible, file electronically and request direct deposit of the refund amount. The IRS says it won't start processing paper returns until mid-February, and requesting a mailed paper check adds more time to processing and delivery. The due date for 2017 returns is April 17, 2018, since April 15th is a Sunday and the 16th is Emancipation Day, a legal holiday in the District of Columbia.
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Make the Most of the New Tax Law by Planning Now

Tuesday, January 02, 2018
An early start on tax planning is always good, but this year it is essential. The Tax Cuts and Jobs Act fully rewrites the tax code effective January 1, 2018. To get the most benefit from the changes, while avoiding mistakes under them, update your tax and financial strategies right away.
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Make Charitable Gifts by Year End to Lock In Deductions Now

Monday, December 18, 2017
This is the season for charitable giving. And this year, it is especially so for those who want to get the most tax benefit from charity deductions before new Tax Cuts and Jobs Act becomes law. The Act effectively reduces the tax-saving value of the charitable contribution deduction for many.
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Give the Gift of a Roth IRA for Christmas

Monday, December 04, 2017
This holiday season consider giving the gift of a big head start on lifetime financial security to the children in your family by giving them funds to contribute to Roth IRAs. There's no lower age limit on having a Roth IRA as long as a child has earned income. And an early start on saving can have a tremendous long-term payoff through the power of compound interest.
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