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Minimizing Your Taxes + Funding a Roth Account

Minimizing Your Taxes + Funding a Roth Account

November 08, 2021

We invite you to check out the new issue of Eye On Money! Inside are articles on:

Year-end tax planning

You may be able to reduce your 2021 taxes if you act soon. There are several tax-minimization tips and strategies for individuals in this article. For specific advice, please consult us before the end of the year.                       

Education tax credits

Don’t miss this one if you pay college tuition! You may be able to trim up to a few thousand dollars off your federal income tax bill if you are eligible to claim the American Opportunity Tax Credit or the Lifetime Learning Credit.

Other ways to fund a Roth account

Even if your income is too high to contribute directly to a Roth IRA, you may still be able to fund a Roth retirement account.

Also inside

What are three legal documents that can make a big difference in a medical emergency? And check out articles on types of investment accounts and financial tasks you can tackle in under 30 minutes each. Plus, you can take an armchair tour of the Czech Republic, learn about five indoor gardens where you can bask in tropical warmth and greenery even in winter, and test how much you know about a few U.S. destinations. 

Please let us know if you have questions about anything in Eye On Money.