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Spring Clean Up Project #1: Your IRAs, 401ks, and 403bs

by KNSS | May 14, 2013 | Planning, Taxes

As people switch jobs, change financial planners, or just move through life, it’s not uncommon to leave a trail of IRA accounts, 401k accounts, and 403b accounts. Why not take this opportunity to clean up these retirement accounts by consolidating them into one...

When Regular is Better than Roth – Part 1

by KNSS | Jun 7, 2012 | Planning, Savings

Each winter, when my staff and I meet with our clients to review their tax information, we get this question a lot, “Should I go with the Roth version of my employer’s 401(k) or 403(b) plan, or should I stick with the traditional version?” Taxpayers...

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