Five planning ideas to consider under the CARES Act
The CARES Act provides emergency assistance to those affected by the pandemic with a range of programs from expanded unemployment benefits to loans.
Tag: Roth IRA conversion
There’s still time to reverse course on a Roth IRA conversion
As the deadline approaches, there is still time for investors to reverse or recharacterize, a Roth IRA conversion.
Strategies to reduce AMT
About 4 million taxpayers each year get hit with the alternative minimum tax. Yet there are strategies for investors to try to mitigate or avoid the AMT.
Getting an early start on a Roth conversion may optimize the strategy
A benefit of a Roth conversion is that investors may change their minds. An early start gives investors more time to assess the value of the strategy.
Five strategies for reducing the tax bill in 2017
Federal tax reform may or may not happen this year, but investors may benefit from planning strategies that can reduce their tax bill for 2017.
Three planning ideas for small business owners
Here are three planning ideas that may help entrepreneurs manage their business taxes and liabilities.
Consider strategies to take the bite out of the tax bill
There is still time for investors to implement tax-smart strategies before the close of the year.
Deadline to undo a Roth IRA conversion is approaching
A Roth IRA conversion has a special provision that allows investors to undo the action. The deadline to reverse the action for 2015 tax year is approaching.
Income too high for a Roth IRA? Think again.
Strategies to help high earners use a Roth IRA to diversify retirement accounts.
Offset market losses with a Roth IRA conversion redo
October 15, 2015 is the deadline to recharacterize a Roth conversion