As a result of a series of three events, there’s an unprecedented opportunity to do a sizable Roth IRA conversion this year. Continue Reading
A surviving spouse who has the same, or even less, income will often be subject to higher federal, and potentially, state, income tax liability. Continue Reading
When presented in the context of retirement income planning, fixed income annuities have proven to be the most appropriate and natural commercial solution for providing sustainable lifetime income. Continue Reading
Lower tax rates under the new income tax law, combined with the likelihood of higher tax rates in the future, support a Roth solo 401(k) contribution strategy. Continue Reading
The Tax Cuts and Jobs Act of 2017 contains numerous changes that affect income tax planning and preparation for 2018 through 2025 after which most of the provisions expire. Two of the more significant changes are a reduction in the amount of principal on which residential mortgage interest can be deducted and the elimination of… Continue Reading
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