Roth IRA Archives - IHT Wealth Management

It is no secret that there has been (and will be) some bumps in the road this year. A reminder to all, invest as if we are going to get through this because we are. If there has been some major changes in your life, it may be time to adjust your portfolio to reflect those changes. Steve talks municipal bonds and Roth IRAs in relation to these life adjustments.

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If you’ve maxed out your 401k but want to keep adding to your retirement before the year is up, tune in now. Most companies allow a slightly different contribution opportunity that not many are aware of.

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Steve discusses a potential loophole for those who want to contribute to Roth IRAs but exceed the maximum limit to do so.

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This week Steve covers some very helpful tax tips and tricks.