Author Archives: Scott Ackerman

On December 18, 2015, Congress passed the “Protecting Americans from Tax Hikes Act of 2015” (PATH Act), which introduced various improvements to 529 plans, effective retroactively to tax years beginning after December 31, 2014, including, but not limited to, the … Continued

For many taxpayers, the Roth IRA is one of the best tax-advantaged retirement plans around. Are you eligible to harvest the grapes of Roth? Is a Roth IRA or a traditional IRA right for you? Choosing between the Roth IRA … Continued