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Velisa Bookkeeping Services LLC

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Tag: roth-ira

Roth versus Traditional IRA: Which is Better?

On 31 May, 2024 By Velisa Bookkeeping Services LLCIn Planning

Tip Category: Planning For most taxpayers, you have until April 15th of the following year to contribute up to $7,000 ($8,000 if age 50 or over) into a Traditional IRA or a Roth IRA. Is an IRA an option worth considering for you? If so, which is better? Traditional IRA A Traditional IRA is an individual …

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Tax Tips to Aid in Retiring Early

On 19 April, 2024 By Velisa Bookkeeping Services LLCIn Retirement

Thinking about retiring early? Here are things to consider. Tip Category: Retirement Wouldn’t it be nice to check out of the workforce early and not need to worry about having enough money for retirement? While good financial planning can help you get there, leveraging the tax code as part of your retirement plan is also a …

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