Is a Discounted Roth Conversion Right for You?
While markets are on the rise, it’s easy to forget that drastic drops can happen. But these days, the
Brad Robinson
July 14, 2022
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Category: Tax Management
New IRS Guidance on Inherited IRAs
The IRS issued recent guidance that proposes some new interpretations to the SECURE Act of 2019. Recall that one
Richard Bean, CPA, CFA
March 11, 2022
Gifts That Keep on Giving: Charitable Contribution Tax Mitigation Strategies
As the end of each year approaches, our team of wealth strategists gives special emphasis to actions that can
Richard Bean, CPA, CFA
November 3, 2021
Year End Tax Review and Planning: IRAs, QCDs and RMDs
With less than a month remaining in this most unusual year, taxpayers should evaluate (and perhaps re-evaluate) their current
Ray Peebles
December 1, 2020
What a Biden Administration Could Mean for Your Wealth Outlook
The analysis below is not intended as an endorsement of or reaction to either candidate in the 2020 Presidential
Richard Bean, CPA, CFA
August 21, 2020
Secure Your Estate Planning In Light of SECURE Act Changes
With the SECURE Act now in effect, it’s important for active workers and retirees alike to revisit retirement and
Brad Robinson
January 9, 2020
Smart Money Matters: Gifting Techniques for the Savvy Taxpayer
Giving to charity is great; giving away your tax deduction is not. In this first comment in a series
Richard Bean, CPA, CFA
April 26, 2019