Resources | Financial Planning

Elective Deferrals — A summary of the amounts you can contribute to employee retirement plans and different types of IRAs.
Your Financial Paperwork — A summary of what financial paperwork and records to keep and how long to keep it.
First Time Homebuyer and IRA withdrawals — A discussion about taking funds out of an IRA for purchasing a house if you qualify as a “first-time homebuyer”, which is one of the exceptions to the early withdrawal penalty for taking distributions from an IRA prior to age 59 ½.
Funding Health Care Expenses — A summary of various issues regarding the funding of health care that discusses Medicare, health-related estate planning documents, COBRA, and Medical Savings Accounts.
Planning for College — A summary of various considerations for planning on how to save for college.
Roth IRA — Is it the Best IRA for You? — A general discussion about Roth IRAs and some of the issues to consider in whether to have a Roth IRA account, either my contributing to a Roth IRA and/or converting an existing IRA to a Roth IRA.

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		Resources \| Financial Planning
Overview Business Financial Planning Elective Deferrals Your Financial Paperwork First Time Homebuyer and IRA Withdrawals Funding Health Care Expenses Planning for College Roth IRA – Is it the Best IRA for You? Individual QuickBooks Other		Elective Deferrals — A summary of the amounts you can contribute to employee retirement plans and different types of IRAs. Your Financial Paperwork — A summary of what financial paperwork and records to keep and how long to keep it. First Time Homebuyer and IRA withdrawals — A discussion about taking funds out of an IRA for purchasing a house if you qualify as a “first-time homebuyer”, which is one of the exceptions to the early withdrawal penalty for taking distributions from an IRA prior to age 59 ½. Funding Health Care Expenses — A summary of various issues regarding the funding of health care that discusses Medicare, health-related estate planning documents, COBRA, and Medical Savings Accounts. Planning for College — A summary of various considerations for planning on how to save for college. Roth IRA — Is it the Best IRA for You? — A general discussion about Roth IRAs and some of the issues to consider in whether to have a Roth IRA account, either my contributing to a Roth IRA and/or converting an existing IRA to a Roth IRA.