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 RossolilloMay 3, 20221 minInflation, the Fed's Interest Rates, and the Stock MarketConversation with Mark Evans, CSU Bakersfield Economic Professor Emeritus. Topics include: --Inflation is at 40 year highs. How did we...
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...
Eric MartinNov 19, 20212 min2022 Retirement Contribution Limits and Income LimitsIt's hard to believe it's almost 2022. Yet here we are. To help prepare for another year's decisions, and in particular our financial...