April 2022 – Tax Planning Projections
Recommended Articles
5 Things Advisors Miss On The 2020 Tax Return
Get tax returns for all of your clients. This is one of the most common themes you will see on this website and in our podcast. Tax mistakes do
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“I have a tax preparer, so I have a tax planner.”
No one goes to an urgent care center complaining that the Family Doctor can’t also do open-heart surgery. We all understand that “doctor” is a general term. Depending on […]
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Ask an Advisor: I’m in the Highest Tax Bracket and ‘Plan to Be There Moving Forward.’ Should I Do a Roth Conversion?
If you ask some financial professionals, the answer to this question might be a resounding no, and the discussion would be over. But there are arguments for doing Roth conversions, even if you are in the highest tax bracket.
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