Why You Should Boost Your 401(k) Contribution Rate Between Now and Year End
One important step to both reducing taxes and saving for retirement is to contribute to a tax-advantaged retirement plan. If […]
Investment, Retirement, Taxes
Investment, Taxes
Save More for College Through the Tax Advantages of a 529 Savings Plan
With kids back in school, it’s a good time for parents (and grandparents) to think about college funding. One option,
Taxes
Watch Out for Potential Tax Pitfalls of Donating Real Estate to Charity
Charitable giving allows you to help an organization you care about and, in most cases, enjoy a valuable income tax
Taxes
The ABCs of the Tax Deduction for Educator Expenses
At back-to-school time, much of the focus is on the students returning to the classroom — and on their parents
Retirement, Taxes
Yes, You Can Undo a Roth IRA Conversion!
Converting a traditional IRA to a Roth IRA can provide tax-free growth and the ability to withdraw funds tax-free in
Taxes
How to Determine If You Need to Worry About Estate Taxes
15 Among the taxes that are being considered for repeal as part of tax reform legislation is the estate tax.
Sell an Investment and Pay No Taxes with a 1031 Exchange
Internal Revenue Code Section 1031 is one of my favorite code sections. That is saying something coming from a tax
How to Maximize the Value of Your Business
Many small business owners wait too long to prepare their business for sale and consequently leave money on the table
IRS Audit Red Flags
Many clients are concerned about “red flags” that can trigger an IRS audit. Since the IRS audits less than one
Is the Roth Right for you?
Many financial advisors and accountants suggest contributing as much money as possible to your workplace 401k or traditional IRA. The