Managing partner, Joe Vartanian, explains the tax benefits to contributing to a traditional IRA and a ROTH IRA. To find out if either of these types of accounts or contributions could benefit you and your financial plan, contact a financial advisor or a tax professional today.
If you're required to take annual RMDs, Qualified Charitable Distributions (QCDs) might be a good fit for your portfolio. Click the video below to listen to Managing Partner, Sherwood Greer's explanation of QCDs.
As the year is quickly coming to an end, you may want to consider these 11 tax tips before December 31st.
Rebalance Your Portfolio/Harvest Losses
If this year’s record-setting gains in the stock market have thrown your investment portfolio out of alignment, now is a good time to review...
There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes.
One of the proposals Congress is considering sets the top rate for taxing capital gains at 25%, up from 20% under current law....
Roth IRAs can serve as a great option for a variety of financial situations. However, we have to remember, converting a pre-tax plan (i.e., traditional IRA, pretax 401(k), etc.) to a Roth IRA will trigger a taxable event. For example, if you convert $25,000 from a pre-tax plan to a Roth IRA, you...
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