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Now is The Time…Start Tax Planning for 2010

Posted in Tax News on April 23, 2010

You’ve just finished filing your 2009 income tax returns, or you were too rushed and filed for an extension.  And here I am talking about 2010 tax planning? Yes…I am.

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The Roth IRA Conversion…It's About Time

Posted in Tax News on March 5, 2010

In 2010, everyone can do a Roth IRA Conversion (“Conversion”).  What is a Roth Conversion?  It’s when you take money out of your IRA, tax it, and convert it into a Roth IRA.

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Roth IRA…The Ultimate Retirement Tax Tool

Posted in Tax News on January 22, 2010

Last week we discussed the IRA.  This week we’ll talk about the Roth IRA. Who is eligible for a Roth IRA? You need to have earned income at least up to the amount of the contribution. There is a phase…

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Tax Smart Year-End Giving

Posted in Tax News on November 19, 2009

With year-end near, many people are considering making their annual donations to their favorite charity.  A tax smart way to do this is to gift appreciated assets.

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Give….and Receive!

Posted in Tax News on November 17, 2009

Taxpayers over age 70-1/2 with an IRA have a year-end tax planning opportunity. 

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