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….

Should I Make a Roth IRA Conversion?

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….

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…