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Traditional or Roth IRA
Roth VS Traditional IRA which Road to Take Individuals have many options when saving for retirement. What type of account to contribute...

Ron Taraborrelli
Jan 29, 20253 min read


Save Early: The Power of Compound Interest
When I was conducting financial education seminars for employers offering 403b plans to their employees, one slide always caught the...

Ron Taraborrelli
Jan 14, 20253 min read


Income-Related Monthly Adjustment Amount (IRMAA)
What is the Income-Related Monthly Adjustment Amount (IRMAA), and how does it work? It is an income-based table used to adjust Medicare Part B and Part D prescription drug coverage premiums. The higher a beneficiary’s range of modified adjusted gross income (MAGI), the higher your premium or IRMAA. There are different scales depending on your filing status. There is a 2-year look back at income to determine your IRMAA. This is sometimes confusing when looking at the scale. Yo

Ron Taraborrelli
Dec 5, 20241 min read




Tax Loss Harvesting Strategy (TLH)
Tax loss harvesting explained

Ron Taraborrelli
Nov 18, 20243 min read


Qualified Charitable Distributions
Qualified Charitable Distributions are a good way to lower taxes by making your charitable contributions using your traditional IRA. By maki

Ron Taraborrelli
Nov 12, 20242 min read
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