The taxation of Roth conversions will take center stage in 2019 for more people as tax rates have been lowered across the board making it more advantageous for many folks to make the transfer from a traditional IRA to a … Continue reading
8 February 2019
The Timing of Roth IRA Conversions
4 February 2019
Income Tax Filing 2018 Getting Ready for Your Tax Preparer
Welcome to 2019 and the 2018 tax filing season. Let’s make it a great year! Here are a few things you need to do to get ready to prepare your taxes for 2018. It is very important to get organized … Continue reading
9 January 2019
TAX REFORM: 10 TIPS TO HELP YOU NAVIGATE THE CHANGES
Welcome all to the 2018 tax filing season! What a crazy filing season it will be, as it is the first-time filing returns after Congress passed the largest reform to the tax code in over 30 years. Of course, this … Continue reading
6 December 2018
2018 Year End Tax and Money Planning Tips
As the end of 2018 approaches, I can honestly say it has been the craziest year to be an advisor in a long time! Saying “That’s a wrap” and closing the books on 2018 will be welcome to many advisors. … Continue reading
1 May 2018
What does Tax reform mean to YOU?
Let Stu at Erock Tax show you what tax reform means to your bottom line. Now that the mad tax rush is over, we can focus on the key changes from tax reform that will have an impact directly on … Continue reading
11 February 2018
5 Ways to Help Pre-Retirees Balance Goals
When it comes to retirement, my advice is to plan years in advance for this very day, and concern yourself with issues beyond how much money you have. It is important is to realize that most people don’t fully retire … Continue reading
| < NEWER | 9 of 19 | OLDER > |