Eric MartinMay 12, 20223 minThinking About a Roth Conversion? Beware of the Pro-rata Rule.Having money in a Roth IRA can be very beneficial. After all, no one ever complains about being able to draw out tax-free money. Getting...
Nicholas RossolilloApr 4, 20222 minMarch 2022 Market Updates Round-UpA selection of articles from March 2022 explaining key business trends.
Eric MartinJan 13, 20223 minHow to Make Filing Your Taxes EasierMost people don't really enjoy filing their taxes. Even if you are getting a nice refund, the actual act of gathering all your...
Eric MartinDec 9, 20212 minCharitable Donations Have an Extended Tax Benefit for 2021Generally, if a taxpayer doesn't itemize their tax deductions, any charitable donations do not count against their income. However, the...