Author: Drew Osborne CFP® Late winter and early spring are synonymous with tax season around our Windward offices. As we work with our clients to minimize their tax burden, retirement contributions can often be a good strategy to save for the future and also reduce their current tax liability. … [Read more...]
How Self-Employed Business Owners Can Save on Taxes While Saving for Retirement
Should I choose a Roth or Traditional IRA?
Author: Brent Lemieux CFA® CPA Roth IRAs have grown increasingly popular and are available to many. Even if your income level excludes you from contributing to a Roth IRA, your employer may have a Roth 401(k) option, which permits even the highest income earners to participate. If you have the … [Read more...]