Estate Planning
Deciding if a Roth IRA Conversion is For You
Roth IRAs can be a powerful tax tool, but they are often misunderstood and misused. Investment income in Roth IRAs compound tax-free and most distributions are tax-free as well. Another…
Read MoreRoth Conversion – Should You or Shouldn’t You?
Factors to Consider if Converting from a Traditional IRA to a Roth By: Kimberly Zarett, CPA, MS, Principal 2020 has certainly been a year unlike any other. In terms of…
Read MoreRollover Relief for Required Minimum Distribution
Time running out to reverse 2020 RMD and save on taxes The Coronavirus pandemic resulted in a change in the Required Minimum Distribution (RMD) for 2020. The CARES Act, the coronavirus relief…
Read MoreWhat You Need to Know About the CARES Act – Part 2
Below is a summary of key points covered by the Coronavirus Aid, Relief and Economic Security (CARES) Act On March 27, 2020, President Trump signed into law the Coronavirus Aid,…
Read MoreWhat You Need to Know About the CARES Act
Letter to clients regarding the Coronavirus Aid, Relief, and Economic Security (CARES) Act, signed into law on March 27, 2020. ** CLICK HERE to read a SUMMARY of the key…
Read MoreTax Treats Included in the Further Consolidated Appropriations Act of 2020
The Taxpayer Certainty and Disaster Tax Relief Act of 2019 extends over thirty Code provisions, generally through 2020. The SECURE (Setting Every Community Up for Retirement Enhancement) Act, was signed the same day and contains many provisions intended to strengthen retirement security.
Read MoreDay 9 – Setting and Remembering Passwords
Those pesky passwords. The length, numbers, special characters, capital letters! According to a survey conducted by DataInsider, 70% of respondents reported having more than 10 password-protected accounts online, with nearly 30%…
Read MoreDay 7 – Understand financial obligations quickly with our financial calculators
We have 100 financial calculators available on our website that can help you work on any financial project. From auto loans to mortgages to cash flow, get the information you…
Read MoreHow to Inflation-Proof a Retirement Portfolio
To build a portfolio designed to provide inflation-adjusted income throughout a long retirement, consider the following tactics.
Read More3 Big Tax Issues to Look Out For in Your Estate Plan
There are three big tax issues that can derail an otherwise well-executed estate plan. These include Family Limited Partnerships (FLPs), Revocable Trust Swap Powers and Trust Situs. Below we explore…
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