-
Recent Posts
Archives
Twitter Updates
Tweets by MDTAXESNetworkCategories
Tag Archives: 403(b)
Checklist to Cut your 2013 Tax Bill
It’s not too late to cut your 2013 tax bill. Prior to Dec. 31st: Increase your 401(k) and 403(b) contributions if you haven’t been contributing at the maximum rate all year. This year you can put away up to $17,500 … Continue reading
Spring Clean Up Project #1: Your IRAs, 401ks, and 403bs
As people switch jobs, change financial planners, or just move through life, it’s not uncommon to leave a trail of IRA accounts, 401k accounts, and 403b accounts. Why not take this opportunity to clean up these retirement accounts by consolidating … Continue reading
When Regular is Better than Roth – Part 1
Each winter, when my staff and I meet with our clients to review their tax information, we get this question a lot, “Should I go with the Roth version of my employer’s 401(k) or 403(b) plan, or should I stick … Continue reading
Posted in Planning, Savings
Tagged 401(k), 403(b), Andrew Schwartz, Individual Retirement Account, Roth, Roth 401, Roth IRA, Schwartz & Schwartz, Tax, Traditional IRA
Leave a comment
Schwartz and Schwartz, CPAs News 