Overview Which is better, Traditional (Regular) or Roth contributions? The answer mostly depends on current and future tax rates. Regular contributions are deductible from current year income (reducing taxes paid in that year) but any withdrawals are taxable. (Hence why… Read More >
Sunset of Tax Cuts and Jobs Act Creates Planning Challenges
In December 2017 the Tax Cuts and Jobs Act (TCJA) was passed, making substantial changes in the tax code, including increased gift and estate tax exclusions and modifications to tax brackets. However, many changes made under the TCJA are set… Read More >
