Monthly Archives: October 2017

Third Quarter Tax Updates

Interested in what’s happened over the last three months this year? I’ve summarized the key tax developments that may affect you, your family, your investments, and your livelihood. President Trump reveals tax reform plan. The Trump Administration and select members of Congress have released a “unified framework” for tax reform. This documents details a number […]

The Smartest Way to Minimize Tax on a ROTH IRA Conversion

Considering converting your Traditional IRA into a Roth IRA? You’re not alone. Many of my clients are wondering if they should convert their IRA now and pay tax on the conversion this year, or wait till next year when tax rates may be lower. If you are already sold on converting to a Roth IRA, you […]