6 Reasons Roth Conversions Could Work for You
The idea of having more tax-free money to spend in retirement or to pass on to the ne...
Do I Need a CPA?
The complexity of someone’s tax situation depends on several different factors, suc...
Traditional Versus Roth 401(k)
People frequently ask us whether they should contribute to a Roth 401(k) or a traditi...
2024 Tax Return Tips
While Tax Day isn’t until April 15 each year (unless April 15 falls on a weekend), ...
What Is Tax Diversification?
Martin James, CPA, PFS and Dean Barber review the three tax buckets and discuss strat...
Charitable Giving in Retirement
As the end of the year approaches, many individuals make charitable donations to the ...
2025 Tax Brackets: IRS Makes Inflation Adjustments
The IRS announced inflation adjustments for the 2025 tax year. Let's review the 2025 ...
Tax Issues to Consider When My Spouse Dies
Whether it’s expected or unexpected, the death of your spouse can be a traumatic ev...
Taxation on My Investments
The taxation on your investments depends on two main factors—the type of investment...
Mega Backdoor Roth Before Retirement
The backdoor Roth and mega backdoor Roth might sound like special types of Roth IRA a...
Inherited IRA Rules and the SECURE Act
The rules of inherited IRAs can be extremely difficult to understand due to the SECUR...
What Is IRMAA? Medicare Income-Related Monthly Adjustment Amount
Have you heard of the acronym "IRMAA?" It stands for Medicare income-related monthly ...