Tax Return Review #1- Bob and Sue

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Backdoor Roth Contributions – What Could Go Wrong?

For some taxpayers, so-called “backdoor” Roth contributions can be a great way to fill an investment bucket that will grow tax free. Tax free is everyone’s favorite kind of money but the […]

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A powerful strategy to discuss with clients interested in gifting is funding Roth accounts on behalf of children or grandchildren.

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“Are you funding your IRA?” This frequently-seen retirement question is an important starting point. However, it can sometimes overshadow other opportunities to save and invest for the future in tax-advantaged […]

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