Tax-Free

Traditional IRA/401(k) & Roth IRA/401(k) Which is best? [Video]

August 1, 2017

How do you decide between a Traditional IRA/401(k) & Roth IRA/401(k)? In a prior video we talked about the three different types of account registrations to decide between when saving: Taxable, Tax-Deferred, and Tax-Free.  Let’s focus on tax deferred and tax free.  Both of those are retirement focused so let’s walk through how much you…

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What's in your Toolbox?

What’s In Your Toolbox? (Part 4)

April 12, 2017

Stephen Smalenberger, EA Over the last several blog entries, we have reviewed the details within the various types of accounts and learned how and when they are taxed. To finish this series, let’s look at the final grouping:   Taxable Tax-Deferred Tax-Free The Roth IRA was named after William Roth, a senator from the state…

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