Tag Archives: taxes

  • political-finger-pointing

    It’s Debatable

    You know it’s the fall in North Texas when your kid comes home from school with tickets to the State Fair of Texas.  The Fair just kicked off its 130th year, and it’s a pretty big deal in these parts with a number of attractions drawing hundreds of thousands of people every year. The State […]

  • Traditional-IRA-vs-Roth

    Roth 401k vs Traditional 401k, Which is Best?

    Recently, there has been renewed discussion about whether employee investors should make traditional pre-tax contributions into their employer-provided 401k plan or take advantage of the Roth 401k option.  Over the past several years, many employers have added a Roth 401k option to their retirement plan offering, which is the basis for the increased discussion. What […]

  • tax-free-tax-deferred

    Tax Free? Does it Really Exist?

    Most People Confuse Tax Deferred (will be taxed at some point) with Tax Free (will never be taxed) When most investors hear “tax free income”, they immediately think about investing in municipal bonds which are free from federal income taxation.  There are many financial calculators for the tax free equivalent yield when investing in municipal […]

  • Taxes

    Already 2016????

    Some Updates and Reminders for Closing 2015 and Beginning 2016 As we ring in the New Year and put last year to rest, I wanted to take some time to run down a list of tax and financial topics of interest.  These items are things of importance to consider as you prepare for 2016 which […]