Tax Planning

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It may sound crazy, but there can be some benefit to market declines. While no one is ever hoping to lose money, market volatility is inevitable. The good news is, if you work with a Wealth Management…
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Roth conversions are a way of transferring funds from a retirement account, such as a Traditional IRA or SIMPLE IRA, to a Roth IRA. In most cases, the amount transferred is taxed in the year of the…
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Even though you are just beginning to prepare to file your 2018 tax return, it is important to also be thinking about your 2019 return. The changes to the tax code that were signed into law in…
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2018 is coming to a close. While it is certainly a lot of fun to think about holiday parties, gifts, and time with family, it is also very important to remember to get your finances in shape for 2019…