Author Archives: Andys2i

Most Americans Will be Getting a Tax Cut and Larger Take Home Paychecks in 2018

The latest GOP tax reform bill will affect most Americans when it comes to their 2018 taxes (filed in 2019). While everyone has their own unique financial and tax situations the… Read more »

2018 vs 2017 Roth IRA Contribution and Income Limits plus Conversion Rollover Rules

[Updated with 2018 Roth IRA limits] The latest income phase out ranges for the deductibility of Roth IRA contributions are shown in the table below. You may be able to contribute to… Read more »

2017 vs 2018 Traditional IRA versus Roth IRA – Contribution and Phase-out Income Limits

I regularly receive reader questions asking me to clarify the difference between a Roth IRA and Traditional IRA plan. Both are excellent retirement investment vehicles, but based on your income and tax… Read more »