As April 15 approaches, the window is closing on the opportunities for advisors to capture both 2015 and 2016 IRA contributions.
Entries filed under 'Retirement'
Rules governing excess contributions make it potentially costly to overfund an IRA.
You can fund Roth IRAs at virtually any age, even with the intention of passing them on to heirs. Beneficiaries inherit the potential to withdraw the funds tax-free.
While the middle class continues to get squeezed, the saver's credit still encourages moderate-income workers to contribute to employer retirement plans.