Stock Market Volatility Can Cut Tax On A Roth IRA Conversion

Posted on June 1, 2016

This year’s stock market volatility can be unnerving, but if you have a traditional IRA, this volatility may provide a valuable opportunity: It can allow you to convert your traditional IRA to a Roth IRA at a lower tax cost. … Continue reading →

2015 Q4 Client Tax Letter

Posted on October 26, 2015

2015 Q4 Client Tax Letter

How To Determine If You Need To Worry About Estate Taxes

Posted on September 17, 2015

Here’s a simplified way to project your estate tax exposure. Take the value of your estate, net of any debts. Also subtract any assets that will pass to charity on your death. Then, if you’re married and your spouse is … Continue reading →

Time For An Estate Plan Checkup

Posted on January 16, 2014

Now that we’re in the new year, it’s time for an estate plan checkup. Why? First, various exclusion, exemption and deduction amounts are adjusted for inflation and can change from year to year, so it’s a good idea to see … Continue reading →