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…
One of the tools that is available to increase tax efficiency is a Roth IRA conversion. For many, this is thought of as a way to superfund your Roth IRA, but the details are important and can influence your decision…
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…
One of the oldest axioms about stocks is that markets don’t like uncertainty. This Presidential election cycle has been full of major surprises to say the least. However, when you look back at how stocks have responded during Presidential election…
Roth IRA’s will turn 20 years old next year after being established by the Taxpayer Relief Act of 1997. Named after the late Senator William Roth of Delaware, these accounts have become hugely popular. This is because of the special tax treatment they…
