by lportee53 | Dec 11, 2025 | Retirement
Can I Create a Roth if I’m Over the Income Limit? Yes, you might be able to create a Roth individual retirement account (IRA) if you’re over the income limit. This strategy involves converting a traditional IRA to a Roth IRA. The idea, often referred to as a “backdoor...
by lportee53 | Nov 26, 2025 | Investment
Five Most Overlooked Tax Deductions Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the five...
by lportee53 | Nov 21, 2025 | Investment
What Will You Do With Your Bonus or Windfall? While many of us have been conditioned to expect a regular bonus from work or some other gift of money, either from living relatives or through an estate, there is still a big thrill when circumstances drop a big pile of...
by lportee53 | Oct 22, 2025 | Retirement
9 Facts About Social Security Social Security has been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really know? Here are nine things that might surprise you. The Social Security trust fund is...
by lportee53 | Oct 15, 2025 | Investment
Buying vs. Leasing a Car Some people approach buying a car like they approach marriage, “’til death do us part.” Others prefer to keep their options open, trading in every few years for the latest make and model, the most cutting-edge technology, or...
