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Roth Ira Conversion

Don't Leave Tax Breaks on the Table

Jason Alderman | Posted 12.23.2013 | Business
Jason Alderman

If someone told you there's a way for you to potentially save hundreds -- if not thousands -- of dollars on your income taxes by simply spending a few minutes reviewing your benefits and tax paperwork, would you think it sounds like a late-night TV marketing scam? It's not.

Last Minute Ways to Trim Your Taxes

Jason Alderman | Posted 02.04.2013 | Money
Jason Alderman

From now until New Year's is probably when you have the least amount of time to spare on mundane financial bookkeeping tasks. But if you can dedicate a few minutes to review your benefits and tax paperwork, you might be able to shave hundreds -- or even thousands -- of dollars off your 2012 taxes.

Bonnie Kavoussi

Taking To Twitter To Make Retirement Savings Trendy | Bonnie Kavoussi | Posted 04.02.2012 | Money

Can Twitter make saving for retirement cool? On Friday, a day when some of the hashtags trending on the social networking site Twitter included #If...

How to Undo a Roth IRA Conversion

Jason Alderman | Posted 03.05.2012 | Business
Jason Alderman

The IRS allows taxpayers at any income level to convert part or all of their regular IRAs or 401(k) plans to Roth IRAs. Although such conversions can provide long-term tax advantages -- especially for younger people -- they can be expensive in the short term.

Cut Your Taxes

Jason Alderman | Posted 11.17.2011 | Healthy Living
Jason Alderman

For many, mid-November through New Year's Day is a blur of activity when important tasks get ignored. Who has time to review their benefits and tax pa...