IRA
Help! I Can’t Make Roth IRA Contributions Anymore
Help! I Can’t Make Roth IRA Contributions Anymore Have you noticed that you can’t make direct Roth IRA contributions once your income gets too high? Whether you are filing taxes as Single or Married Filing Jointly there are “Income Limits” for who can contribute to a Roth IRA. Roth 401(k) Has No Income Limits However,…
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Selling your current primary residence?
It’s a fairly straight-forward scenario. You are selling your current primary residence. You don’t own other properties and have no interest in buying a new home immediately. Instead, you move out of your current primary residence. You stage your home for showing (and to seek top dollar sale price!). Then, you begin renting a new…
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Planning for a Tax-Free Retirement (or how I learned to stop worrying and embrace Roth)
Inevitably, one of the topics brought up during a conversation with any financial planner is how to save money on taxes. Of course, if you have a significant tax “problem” you also have a very positive situation on your hands: A healthy six or seven-digit income (just trying to look on the bright side here!).…
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What’s On My Mind – Episode 106 – “Build the house, repair the roof!”
Welcome to the “What’s On My Mind” video series with Kaleb Paddock, a financial planner based in Parker, CO. It’s pretty straight-forward, click here to learn what’s on my mind. Thanks for watching! – Kaleb Paddock, CFP® You can learn more about Kaleb and Ten Talents here.
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What’s On My Mind – Episode 104 – “You can save more in 2019!”
Welcome to the “What’s On My Mind” video series with Kaleb Paddock, a financial planner based in Parker, CO. It’s pretty straight-forward, click here to learn what’s on my mind. Thanks for watching! – Kaleb Paddock, CFP® You can learn more about Kaleb and Ten Talents here.
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