Tax Return Review – “Just Married” and Other Life Changes
In this review, Steven walks through things to look out for as life changes happen in a client’s life, including getting married and planning for retirement. This return also highlights several lines to look for when looking at rental properties.
Background Our team is continually reviewing tax returns for our Members. Believe it or not, we really enjoy it. We may be nerdier than most, but a tax return […]Read More
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 […]Read More
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.