Blog Archives

3 Proven Reasons Young Investors Should Fund a Roth IRA and Roth 401(k) to Save

Time As the Rolling Stones said, “Time is on my side.” And so it is with younger investors, time is clearly on their side.  The benefit to a Roth IRA or Roth 401(k) plan is that if all of the


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A Summary of the American Taxpayer Relief Act of 2012

  The Federal Government avoided the Fiscal Cliff…Well, for now any way.   At the very last minute they passed the American Taxpayer Relief Act of 2012.  Here are some of the highlights:    Income, Capital Gains and Qualifying Dividends


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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:


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Why Every Week is "Shark Week" for the Self-Employed in Connecticut – Updated

This week is Shark Week on the Discovery Channel.  Last year, we told you how every week is “Shark Week” for the self-employed in Connecticut.  Now, a year later, there is even more blood in the water.


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Seven Things Every Taxpayer Should Know

1.  Know Your Tax BracketThis is where every taxpayer needs to start.  What is your tax bracket?  If you don’t know this number, just pull out your tax return from last year.  Look at the taxable income and look up


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