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 →

PTO Contribution Arrangements Can Help Prevent The Year-End Vacation-Time Scramble

Posted on November 25, 2015

From the Thanksgiving kick-off of the holiday season through December 31, many businesses find themselves short-staffed as employees take time off to spend with family and friends. But if you limit how many vacation days employees can roll over to … Continue reading →

2015 Q4 Client Tax Letter

Posted on October 26, 2015

2015 Q4 Client Tax Letter

Save More For Retirement In 2015

Posted on December 30, 2014

Many retirement plan contribution limits increase slightly in 2015; thus, you may have opportunities to increase your retirement savings: Other factors may affect how much you can contribute (or how much your employer can contribute on your behalf). For example, … Continue reading →

Is A Roth IRA Conversion Right For You This Year?

Posted on August 1, 2014

If you have a traditional IRA, you might benefit from converting some or all of it to a Roth IRA. A conversion can allow you to turn tax-deferred future growth into tax-free growth. It also can provide estate planning advantages: … Continue reading →

It’s Not Too Late To Make A 2013 Contribution To An IRA

Posted on March 25, 2014

Tax-advantaged retirement plans allow your money to grow tax-deferred — or, in the case of Roth accounts, tax-free. But annual contributions are limited by tax law, and any unused limit can’t be carried forward to make larger contributions in future … Continue reading →

Should You Increase Your Retirement Plan Contributions In 2014?

Posted on December 31, 2013

With the new year upon us, it’s time to start thinking about 2014 retirement plan contributions. Contributing the maximum you’re allowed to an employer-sponsored defined contribution plan is likely a smart move: Contributions are typically pretax. Plan assets can grow … Continue reading →