Income Tax Planning

Practical Reasons for a Partial, Annual Roth IRA Conversions

Here are Practical Reasons for Partial, Annual Roth IRA Conversions. We have already highlighted to you IRA versus Roth IRA. What You Need to Know. Now we want to discuss why some investors should consider partial, annual Roth IRA conversions. A Roth Conversion A Roth conversion is when funds are distributed from a Traditional Individual… Continue Reading: Practical Reasons for a Partial, Annual Roth IRA Conversions

How the New SALT Deduction Can Save You Taxes

Here is how the new SALT Deduction can save you taxes. President Trump recently signed the H.R. 1 – One, Big, Beautiful Bill Act (OBBBA). Although there are lots of changes, today we will just address the increase in the State and Local Tax (SALT) deduction. Most Average Joe’s need to pay attention to this.… Continue Reading: How the New SALT Deduction Can Save You Taxes

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