If you asked this question, you’re really wondering if a Roth IRA Conversion will save you more in taxes? Mechanically, this strategy involves converting savings from pretax retirement accounts, such as 401ks and Traditional IRAs, to a tax-free Roth IRA….
As the holidays near, visions of new tax savings dance in our heads. But knowing how to spot them is what really matters. With all the new tax law changes, Will Holt joins us again to guide you through seven…
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…
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…
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…
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. As we approach year end, we are also closing in on the first major tax overhaul in over 30 years, which…
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. Near tax time each year, do you find yourself wondering what other tax strategies you may be missing? Many people have…
During 2011, in the midst of the federal debt showdown, there would have been very few investors who believed the S&P 500 would return 16% per year over the next five years, especially if they knew that company economic performance would…
As we did last year, Financial Symmetry has covered several current events on our blog throughout 2016, and here is our view of the top 10 most memorable stories of the year. 1.Trump: In case you were living under a…
Certain uncertainty is the theme of the 2016 election results. In a historic election, Donald Trump will be our nation’s 45th President. Whether you are elated, disillusioned or disappointed, we can all agree that the results are surprising. While the…
