Should I Make a Roth IRA Conversion?

Have you wondered if a Roth IRA Conversion will save you more in taxes? 2020 has offered a unique opportunity for some taxpayers to capitalize by making a Roth conversion. This is because the CARES Act allowed for a required…

3 Ways to Teach Your Teenagers About Personal Finance

Even though we’ve faced new challenges with the pandemic, it’s also presenting new opportunities. Sheltering in place has given our family time together that we otherwise never would have had.  We have spent time learning new skills. My son has…

7 Tax Tips for 2019

7 Last-Minute Tax Season Tips for 2019

As the year comes to an end and you’re  spending the holidays with family, tax season probably isn’t at the forefront of your mind. However, by taking a few moments to prepare, you can put yourself in a great position….

When and How to Pay Your Taxes

Tax efficiency is an important part of building wealth over the long term.  One simple, but often overlooked way to increase tax efficiency is to pay taxes no sooner than they are due.  A refund is actually the IRS paying…

Planning to Rollover Your 401k?

Have you ever had the pleasure of receiving an audit letter from the IRS? You walk back from your mailbox with the fearful nervousness that you may owe more in taxes than you had originally thought. You suddenly remember that…

tax withholding

How to Choose Your Tax Withholding

At the beginning of every year it is a good idea for workers to update form W-4 Employee’s Withholding Allowance Certificate.  The purpose of the form is to claim the appropriate number of exemptions for the employee’s particular situation so…

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