facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck

Insights

%POST_TITLE% Thumbnail

Should you convert to a Roth IRA?

"If you’re a high earner or invest in a traditional IRA, you might be planning to convert your account to a Roth for some tax savings and easy access to your contributions, depending on your circumstances. When to convert, though, is a question with a million different considerations."

Read More

10 Easy End of Year Tax Tips to Increase Your Tax Refund

You may find this article useful as you begin to get ready for the end of the year. It’s from Intuit, the makers of Turbo Tax, which I have used ever since I graduated from the Form 1040A to the full 1040 back around 1990. Their site has many more tips in short lists and is a good resource for basic tax questions.

Read More