by Julie Long | May 21, 2026 | Financial Planning, General, IRA Contributions, Retirement, Retirement Savings, Retirement Strategy
What is it?A Roth individual retirement account (IRA) is a personal savings plan that offers certain tax benefits to encourage retirement savings. Contributions to a Roth IRA are never tax deductible on your federal income tax return, which means that you can...
by Julie Long | Jan 2, 2026 | Financial Wellness, General, Investment, IRA Contributions, News, Retirement, Tax, Tax Laws
Many IRA and retirement plan limits are indexed for inflation each year. Several of these key numbers have increased once again for 2026. How much can you save in an IRA? The maximum amount you can contribute to a traditional IRA or a Roth IRA in 2026 will be $7,500...
by Katie Brown | Jan 16, 2025 | General, Retirement
Converting Your After-Tax 401(k) Dollars to a Roth IRA Here’s the dilemma: You have a traditional 401(k) that contains both after-tax and pre-tax dollars. You’d like to receive a distribution from the plan and convert only the after-tax dollars to a Roth...
Best-In-State Wealth Management Teams (2025 & 2026) 