This is your monthly Fiscal Fitness workout 
In this month's video, Johanna shares some tips on why Roth IRAs later in life may be right for you
Click image to view video
The Bobfather knows I'm good at breaking things...particularly expensive glass objects. But some rules are made to be broken. Like the rule that Roth IRAs should always be started early. You'll learn 4 reasons you should consider a "later-life" Roth in this month's video. But first, take my quick Roth IRA quiz and see if you know all there is to know about Roths! (PLEASE NOTE THAT NO DISHES WERE HARMED IN THE MAKING OF THIS VIDEO.)
Fiscal Fitness Tip - Take the Roth IRA Quiz!
Are you up to the challenge? Click here to take our Roth IRA quiz! How Roth-savvy are you?
Roth IRAs have become red-hot in the last few years. Are you missing out on a tax-free growth opportunity? Take our quiz and find out if what you don't know is costing you. Read more
(Almost) Famous Recipes
Savory Stuffed Peppers Click here to get Johanna's latest recipe - Savory Stuffed Peppers
This dish, adapted from AllRecipes' popular Chef John, always gets the thumb's up when my son, Matt, makes them for fellow firefighters at the Columbia Fire Department. I have even doubled and frozen extras with great results using my trusty FoodSaver vacuum sealer. Get recipe
Nerd to the Rescue
When you're a tax DIYer it's important to know which tax form is appropriate for you. In this month's Ask the Nerd, Johanna shares some insight when it comes to itemizing or not.
Financial problem of the month
Have a money question? We Nerds at NerdWallet have your answer! This month's Q&A is about filing form 1040EZ: "I usually file my taxes using the 1040EZ and give at least $2,000 in charitable contributions a year...Does it benefit me to list them? Should I be using a different tax form?" Read more
In closing
The Bobfather surprised me last month. On a visit to family and Johanna visiting with good friends in Germany friends in Germany, he told he had planned a trip to Paris (my first ever) for my 58th birthday, which happened to be the next day. And all I needed was 12 hours to prepare (with a little help from my friends). I'm a lucky girl. The Bobfather & Johanna at the base of the Eiffel Tower, Paris

Sincerely,
Johanna Fox Turner, a fee-only Registered Financial Planner, also a CFP and CPA!
Johanna Fox Turner, CPA, CFP�, RLP�

Founder and Partner

Milestones Financial Planning, LLC & Fox & Company CPA, Inc.
Business hours: Monday - Friday from 8AM to 5PM. Evenings or Saturdays by appointment only.