There’s Still Time to Make an IRA Contribution

Even though 2014 has come to an end, there is still time to save for retirement while possibly qualifying for a tax deduction. Both traditional IRA and Roth IRA contributions for tax year 2014 can be made up until the … Continue reading

Q4 2014 Newsletter

Q4 2014 Newsletter from Financial Synergies Asset Management, Inc

Quirky IRA Deductibility Rules

Few would question the merits of using a Traditional IRA as a vehicle for tax-deferred retirement savings.  They are very easy to establish, and the investment options are vast.  As long as you are under the age of 70 ½ … Continue reading