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Serving Clients Across Gilbert, Queen Creek, and the Surrounding Area

More Benefits for Vets Next Year?
Estate Planning

More Benefits for Vets Next Year?

House appropriators backed White House plans for another big funding boost for the Department of Veterans Affairs next year in their first public budget draft released on Thursday.

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Make the Most of a Roth IRA, Even If You’re Not Ultra-Wealthy
Estate Planning

Make the Most of a Roth IRA, Even If You’re Not Ultra-Wealthy

For traditional 401(k) plans and IRAs, you generally get a tax break when you make contributions and then pay taxes on the withdrawals in retirement. In contrast, Roth versions of those accounts come with no upfront tax break, but qualified withdrawals are excluded from federal income taxes.

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Which Is Better a Traditional IRA or a Roth?
Estate Planning

Which Is Better a Traditional IRA or a Roth?

Traditional IRAs have been available to retirement savers who have earned income since 1974. That’s 23 years longer than Roth IRAs (introduced in 1997) have been on the scene. The big difference between these two types of individual retirement savings vehicles is when you pay federal (and possibly state) income tax on your savings.

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