As year-end approaches, there may be steps taxpayers can take to better manage their current tax bill or to hedge the risk of future higher tax rates. Now is an opportune time to assess finances and determine if adjustments are needed. It is especially timely since, for many options, there is a limited window to
The administration announced a program for student loan forgiveness for debtors who meet certain income requirements.
Challenges can emerge for investors who have not planned for the impact of taxes on retirement income.
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.
The end of the year is approaching but there are still tax-smart strategies that may be implemented.