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Personal advice and wealth management.

Current Monthly Newsletter  |  Current ExxonMobil Newsletter

QCD: Doing Well by Doing Good Thumbnail

QCD: Doing Well by Doing Good

Are you one of the fortunate few who doesn’t need all of what Uncle Sam requires you to take out of your IRA? If you are one (or anticipate you may eventually be one), you might be able to reduce your taxable income, save on taxes, avoid or reduce your Medicare premium surcharge, and do some good at the same time.

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4 Last Minute Ways to Save Taxes in 2019 Thumbnail

4 Last Minute Ways to Save Taxes in 2019

Does it feel like Uncle Sam has his hand in your purse or pocket? Is he trying to extract from your wallet those last few Ben Franklins? Are you feeling a bit queasy about the size of the check you might have to write to the IRS come next April?

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Back-Door Roth Conversions Thumbnail

Back-Door Roth Conversions

Unlike a traditional IRA in which contributions are generally tax-deductible when made, and taxed (along with their earnings) upon distribution, contributions to a Roth IRA are made with after-tax funds. Contributions to a Roth IRA are not taxed at distribution and earnings within a Roth IRA can avoid being taxed by adhering to specific rules regarding when they may be withdrawn.

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The Power of Roth Thumbnail

The Power of Roth

What kind of IRA should I invest in – Roth or traditional? Seven words provide an answer: Pay taxes now or pay them later. Your investment in either a traditional IRA or a Roth IRA benefits from tax-deferred growth, but the difference is when you give the government its due.

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Sweeping Tax Law Changes to Take Effect in 2018 Thumbnail

Sweeping Tax Law Changes to Take Effect in 2018

The largest tax rewrite in decades passed through the House and Senate last week, and President Trump signed the bill into law on December 22nd. We thought it would be helpful to share some changes that impact individuals and families, and outline a few planning ideas to discuss with your tax professional.

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