by Shari Rash | Feb 23, 2021 | Finances, financial family office, Financial Planning, Retirement, taxes
Roth IRA is a term that I’m sure you have heard before, but may not necessarily understand. So, let’s take a few minutes to talk about them, clarify and excite! A Roth IRA is an individual retirement account. You contribute to a Roth IRA with earned income. What...
by Shari Rash | Feb 17, 2021 | Financial Planning, Retirement, Retirement Income Planning, taxes
“Should I contribute to a Traditional IRA or a Roth?” is a question I hear often. And unfortunately, the answer is: it depends. There are a few things to consider when deciding what type of Individual Retirement Account you should invest your money in. Below are the...
by Shari Rash | Dec 31, 2020 | beneficiaries, charitable giving, estate planning, taxes
This is the week that your inbox is full of requests for end-of-year giving. Everyone is trying to make a final push for the year in hopes for a positive impact for their cause. And why not? Charitable giving makes you feel good but it can also provide a tax benefit...
