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What’s the Difference Between Traditional IRA and Roth IRAs?

What’s the Difference Between Traditional IRA and Roth IRAs?

by Michele Cagan | Nov 9, 2021 | Do Your Own Taxes, Personal Finance, Retirement Planning, Saving and Investing

If you’re trying to save money for retirement, you’re probably familiar with IRAs – individual retirement accounts. IRAs come in two flavors: traditional and Roth.  Both can help you save for retirement, but there are some crucial differences between...

Here’s What You Need to Know About ETFs

by Michele Cagan | Aug 11, 2021 | Retirement Planning, Saving and Investing, Single Mom CPA

ETFs, exchange-traded funds, are funds that trade on stock exchanges – just like the name spells out. They’re like the sexier, more flexible cousins of mutual funds. And ETFs make a great choice for building up wealth. To start, every ETF holds a whole...
How To Buy Stocks and ETFs in 4 Simple Steps

How To Buy Stocks and ETFs in 4 Simple Steps

by Michele Cagan | Aug 11, 2021 | Retirement Planning, Saving and Investing, Single Mom CPA

Please Note: This article contains affiliate links. If you click on those links, I may receive compensation.   Ready to start investing but not sure how to buy shares in stocks and ETFs (exchange-traded funds)? The process can feel intimidating when you haven’t...
How to Spot Retirement Scams

How to Spot Retirement Scams

by Michele Cagan | Apr 20, 2021 | Retirement Planning, Saving and Investing, You Need to Know This

They can wipe out your entire savings in minutes Be aware: Scammers are coming after your retirement savings. These con artists come armed with a huge bag of tricks they use to get you to willingly hand over your money. And they’re very convincing… so you have to be...
Save Money on Taxes: Make Your 2020 IRA Contribution Through April 15, 2021

Save Money on Taxes: Make Your 2020 IRA Contribution Through April 15, 2021

by Michele Cagan | Feb 13, 2021 | Do Your Own Taxes, Retirement Planning

UPDATED FOR 2021 You still have plenty of time to lower your 2020 tax bill. For a win-win, make an IRA contribution for 2020. You can go with a currently tax-deductible traditional IRA or the Roth IRA (which is not deductible this year but...
3 Big Tax Changes You Need to Know for Tax Year 2020

3 Big Tax Changes You Need to Know for Tax Year 2020

by Michele Cagan | Oct 28, 2020 | Do Your Own Taxes, News, Personal Finance, Retirement Planning

Please Note: This article may contain affiliate links. If you click on those links, I may receive compensation.   The last you want to be thinking about now is next year’s tax return. This year has been chaotic, frightening, confusing, stressful, and mostly...
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