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Some things for everyone to consider - those with taxable accounts, Roth IRAs, IRAs, health insurance decisions, and education accounts. Take a look and make sure you've not missed anything.
Are you over 72 with a Required Minimum Distribution (RMD) that exceeds your income needs (and/or that you might like to exclude from your taxable income)? Do you have charitable interests that you intend to contribute to throughout the year? Lucky you!
A lot goes into the decision-making process when it comes to making a Roth Conversion. Watch this video if you need some clarification on the finer points.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.