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Retirement

Roth IRA vs 401K: Which is Right for You?
Retirement

Roth IRA vs 401K: Which is Right for You?

ByPhilip Taylor, CPA

Which retirement savings account is better for you, the Roth IRA or 401K? The short answer is that…

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Personal Taxes | Retirement

How to Rollover a 401k to an IRA

ByPhilip Taylor, CPA

Leaving your corporate gig can be a good or bad thing depending on your particular situation. One thing…

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How to Find the Best Roth IRA Rates
Retirement

How to Find the Best Roth IRA Rates

ByPhilip Taylor, CPA

Have you ever wondered what the best Roth IRA rates are? Well, you are not alone. Many people looking…

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Retirement

BrightScope 401K Review 2024: How Good is Your 401K?

ByPhilip Taylor, CPA

BrightScope 401k is no longer a public service. They were acquired. But don’t worry. You can still analyze…

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403(b) Rollover to a Traditional IRA
Personal Taxes | Retirement

403(b) Rollover to a Traditional IRA

ByPhilip Taylor, CPA

I recently helped Mrs. PT complete a 403(b) rollover to a traditional IRA. A rollover is simply taking…

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