David Lerner Associates: Beware the Tax Identity Theft Scam
As we enter the height of tax-filing season ther have been complaints about another kind of identity theft scam: tax identity theft. Here thieves try to steal your personal information in order to submit fraudulent tax refund claims with your information on them to the IRS
What You Should Know About the New myRA Retirement Accounts
In the 2014 State of the Union address President Obama announced that a new type of retirement account would soon be made available to U.S. workers - myRA.
David Lerner Associates News: Are Municipal Bonds a Smart Investment in 2014?
Municipal bonds have long been popular investments among some individuals due to their tax-free status and income-generating properties. Earnings from muni bonds are generally exempt from federal income tax, as well as state and local income tax for residents in the state in which they live.
David Lerner Associates News: Five Ways to Power Up a Life Insurance Generator
David Lerner Associates identifies five key areas that can be "powered up" by plugging into a "life insurance generator".
Retirement Saving Strategies for Married Couples
If you are married and plan to stay that way for the long term, it is important that your retirement savings strategies reflect this. Retirement savings strategies for married couples may differ from strategies for single individuals.
Take Our Olympic Retirement Saving Quiz
Elite athletes train for most of their lives to compete in the Olympics and similarly, it takes many years of planning, dedication and discipline in order to help ensure a financially secure retirement.
5 Ways to Become an Olympic Retirement Saver
It took many years of hard work, dedication and training for Olympic athletes to reach the pinnacle of athletic achievement.In some ways saving for retirement is similar to training to compete in the Olympic Games
Understanding the In is and Out is of Roth IRAs
Since they were created by Congress in 1997, Roth IRAs have become one of the most popular retirement savings vehicles in America. Their popularity primarily stems from the fact that Roth IRA earnings can be withdrawn tax free in retirement.