Roth IRAs

The Treasury Department is partnering with TaxAct, TaxSlayer and Intuit’s TurboTax to encourage tax filers to open retirement savings plans.

Here's how clients can get around income limits and continue making contributions. Plus, tips for updating a client's financial plan now and dramatically increasing wealth after the IRS gets paid.

As the end of the year approaches, many of us are focused on taking advantage of tax break opportunities before another year begins.