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

Roth IRAs Can Be a Great Option in Personal Tax Planning

Retirement savings planning must consider the short term and long term when it comes to its relation to tax planning. The use of Roth IRAs may be able to help you take advantage of currently lower tax rates and minimize the impact of taxes in the future.
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Elder Financial Abuse Prevention Requires a Watchful Eye

Elder fraud is a growing crisis across the country. And we all can play a part in greatly reducing these scams.
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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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