Blog Archives

3 Easy Steps For Mid-Year Tax Planning

Half the year is in the books.  Many people are playing golf, going to the beach or having a barbeque. It is also the time however to have your Mid-Year Tax Planning. Here are 3 Easy Steps to make this


Tagged with: , , , , , , , , , , , , , , ,

How (Almost) Everyone Can Have a Roth IRA

  What’s the Benefit of a Roth IRA? The benefit of having a Roth IRA is that if the account is open for at least 5 years and the account owner is at least 59 1/2, then all of the


Tagged with: , , , , , , , , , , , , , , , , , ,

7 Easy Ways to Decrease Your Income Tax and Keep More Money

 1) Maximize Your Contributions to Your 401(k) Plan Many employers will offer a 401(k) plan. Employees need to take advantage of this plan. This will likely be one of the cornerstones of your retirement plan. If your employer offers a


Tagged with: , , , , , , , , , , , , , , , , , , , , , , , , , ,

9 Easy Steps for a Mid-Year Tax Review

Half of the year is almost over.  Don’t wait until the end of the year to do your planning. It’s time for your Mid-Year Tax Review.1) Review your withholding.  Review your prior year income tax return for the income tax


Tagged with: , , , , , , , , , , , , , , , , , , , , , ,

4 Reasons to do a Roth Conversion

  A Roth Conversion is when funds are taken out of an IRA and converted into a Roth IRA. This conversion results in taxable income. Here are 4 Reasons to do a Roth Conversion:


Tagged with: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,