Articles and Videos
Tax Knowledge Is Tax Power
When it comes to financial planning and investing, knowledge is power. The more you know, the more likely you are to recognize the benefits and consequences of making certain financial moves. This may be especially true with taxes. Most people would probably agree that if you can find a way to legally pay less in… View Article
What You Need To Know About Inheriting an IRA
If you inherit an IRA or a 401k, there are some rules in place that will ultimately require you to take the money out and pay taxes on it. The SECURE Act of 2019 has provisions that affect required minimum distributions, or RMDs. Do any of those rules apply to you? Here are some things… View Article
Is It Time to Convert to a Roth IRA?
A few years ago, Congress passed a new tax law that created some generally lower tax rates. These rates are set to expire after 2025. If no new changes are made between now and then, rates are set to return to where they were in 2017. In other words, they’ll go back up. For larger conversions,… View Article