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Advisor Alert: IRS “Dirty Dozen” of Tax Fraud

Background: IRS Fraud Themes   Fraud is an unfortunate fact of life. Taxes are not an exception to the prevalence of identity theft today.   In fact, every year the […]

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Why Not to Do a Roth Conversion in 2022

While a powerful tool, Roth conversions are not a universal solution to reducing taxes.

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Is it too late to convert to a Roth?

There is also no earned income requirement to convert to a Roth. As long as you have a balance in an IRA, in theory, you can keep converting to a Roth as long as you like.

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The information on this site is for education only and should not be considered tax advice. Retirement Tax Services is not affiliated with Shilanski & Associates, Jarvis Financial Services or any other financial services firms.

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