Time is Money

Time Is Money: Start Saving for Retirement Now – Summer Refresher Series

Let us count the ways that we still love this post about the benefits of youthful investing in a Roth IRA. First, there are few investment lessons more powerful than the importance of starting to save and invest when you’re young, with time, compound returns and tax sheltering opportu
Continue Reading →
Rising Tax Rates May Not Sink the Roth Conversion

Rising Tax Rates May Not Sink the Roth Conversion

By Guest Author: Robert C. Lickwar, CPA, MST In recent years, we have enjoyed a variety of strategies for advantageously converting traditional IRAs into Roth IRAs. With tax rates now steeply on the rise on a number of fronts, many taxpayers may think that the conversion boat has alre
Continue Reading →
Time Is Money – Start Saving Now

Time Is Money – Start Saving Now

BY GUEST AUTHOR: CHRISTOPHER J. ANNELLO, ASSOCIATE ADVISOR This article was inspired by Sheri’s niece, Jessica Iannetta, a newspaper and online journalism and political science major at Syracuse University, class of 2015. When I was in college, my dad gave me a “cool” gift – or so I t
Continue Reading →

SAGE ADVICE in the Star Ledger BIZ Brain column

In The Star Ledger’s Biz Brain column by Karin Price Mueller, Sheri Iannetta Cupo, CFP® helps answer the question posed by Flush with Cash – “I don’t need my Required Minimum Distribution (RMD) from my IRA. When I take it, I would want to deposit it in a tax-sheltered fund such
Continue Reading →
Wordpress SEO Plugin by SEOPressor