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The time is drawing near. April 15th is right around the corner. What do you need to do before you file your income tax return?
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.
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…
Frequently, people will ask me, “What can I do about my taxes?” The short answer is―it depends. Before getting into any specific tax strategy, it’s important to first take the Taxpayers Pledge.
Many have asked for guidance on how long you should retain your personal income tax records. These records may have to be produced if IRS (or a state or local taxing authority) was to audit your return or seek to…
