Retirement

Be Financially Prepared for Retirement

The retirement of the future is going to look a lot different than retirement of the past. Estimating what you'll need in retirement, and how much you're on track to have saved, will help you determine if you need to make changes to your retirement savings plan.

Pennsylvania CPAs shed some light on how to set yourself up for the retirement of your dreams. Read these informative articles, search our Ask a CPA questions, and view videos.

Money & Life Blogs

Back-Door Roth IRA – Tips and Traps

For taxpayers seeking to maximize their tax-advantaged retirement savings options, “back-door” Roth IRA contributions are frequently touted. If your financial adviser is suggesting the strategy, be sure he or she works with you on understanding all the tax consequences.
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Planning for Retirement – A CPA’s Personal Perspective

Retirement is a topic each of us must wrestle with personally at some point. If you are an owner, part owner, or partner in a business, perhaps the single most important step before retirement is to have a succession plan.
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Reducing Your Tax Bracket in Retirement through a Partial Systematic Roth Conversion

To keep taxes low on retirement income, try to permanently reduce your marginal income tax bracket. One way to do this is by implementing a partial systematic Roth IRA conversion.
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Retirement Tips

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Estate Planning Tips

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Be Financially Prepared for Retirement

Money & Life Blogs

Back-Door Roth IRA – Tips and Traps

Planning for Retirement – A CPA’s Personal Perspective

Reducing Your Tax Bracket in Retirement through a Partial Systematic Roth Conversion

Subscribe to Money & Life Blogs

Retirement Tips

Planning Ahead with IRAs

Five Financial Steps to Start the New Year Right

Dos and Dont's When Naming an IRA Beneficiary

Estate Planning Tips

Five Financial Steps to Start the New Year Right

Protecting Your Legacy

Four Steps to Protect Your Assets

Ask a CPA

Can I contribute to an IRA if I’m unemployed?

Do I qualify for the first-time home buyer distribution if my wife owns our current home?

Do I have to pay Pennsylvania taxes on a beneficiary annuity left to me by my mom if I cash it out?

How should I report my son's lump-sum death benefit payment from his grandmother's annuity?

Is an annuity left to my wife from her late aunt considered taxable to Pennsylvania?

A dying mother wants to leave her house to her son. Would he be responsible for capital gains tax?

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Be Financially Prepared for Retirement

Achieving Tax-Free Retirement

Money & Life Blogs

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Retirement Tips

Estate Planning Tips

Ask a CPA

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