Tag: Tax

Investing

Is a Roth IRA Right for You?

Do Roth IRAs make sense from a tax perspective? The first question may not be whether it’s “right” for you, but whether you’re eligible to even open one at all. That’s where Roth Conversions come into play.

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General Planning

New Year, New Me – Financial Resolutions

Cleaning up personal finances remains one of the top resolutions every New Year. But we all know what happens to most such self-promises, so here’s a month-by-month to-do list to cultivate better financial health.

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Tax

Hidden Gems inside the CARES Act

Apart from stimulus checks, small business loans, and expanded unemployment, there are a few “hidden gems” sprinkled throughout the CARES Act that are worth noting.

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Tax

Talking Tax

Adjusted Gross Income (AGI)   Gross Income (Salary, Investment Earnings, etc.) – Allowable Deductions, Credits, and Exemptions =Adjusted Gross Income The goal is to reduce

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Powwow, LLC discusses how to resolve an IRS dispute
Tax

Resolving IRS Problems

If there’s anything as disconcerting as having the Internal Revenue Service (IRS) call you about a problem, it’s having to call them. Dealing with the

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