by Toby Lee | Jan 20, 2017 | Toby Talks Tax
Remember Uncle Roth’s command: think about tax benefits before deciding on a Roth IRA. With the Roth IRA, I don’t get the tax breaks when I make a deposit to the retirement account; I can’t take deduct the contributions at the time I make them. But I don’t have to...
by Toby Lee | Dec 21, 2016 | Toby Talks Tax
Since I’m getting ready to stop roaming and settle down a bit, the better to save my hip joints, financial advisors have been barking at me to chase after the Roth IRA, a retirement plan sanctioned by Uncle Sam. It was born way back in 1998, a long time ago in doggy...
by Toby Lee | Nov 16, 2016 | Toby Talks Tax
Remember the perks of the traditional IRA? Sounds like a dog’s life, right? It can be. But before you jump up and stand on your back legs in excitement, pay attention to Uncle Sam. Ignoring his commands when it comes to the traditional IRA can...
by Toby Lee | Jul 23, 2016 | Toby Talks Tax
When I hear the phrase “wind whipping,” my tongue flops out, and I start panting. “What is wind-whipping?” you may ask. It’s the national sport of dogs, is all. Here’s how I do it: on a warm day, I go road-tripping. I beg my master to roll down that car window to...