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 whether or not your savings are on track, will help you determine if you need to make changes to your retirement 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 our 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

Getting Ahead in the Gig Economy

What Should I Do with a Windfall?

Planning Ahead with IRAs

Estate Planning Tips

Five Financial Steps to Start the New Year Right

Protecting Your Legacy

Four Steps to Protect Your Assets

Ask a CPA

Are nondeductible contributions to a traditional IRA taxable if I withdraw those funds early?

Will gross sales from my eBay business disqualify me from collecting Social Security?

Can I withdraw money rolled over from a Roth 401(k) to a Roth IRA account without penalty and taxes if I’m under 59 ½?

What is my tax liability if I cash out mutual funds from a trust?

If my son sells my home two years after inheriting it, will he be able to claim the federal income tax exemption on the profit?

My mother died in 2012, and we sold some of her property in 2018. For what year should I file a 1041?

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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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