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Your Tax Preparation Checklist

Ready for tax season? If you find yourself scrambling, use this checklist to stay organized and prepared as you file your 2023 taxes.

WHY ROTH CONVERSIONS AREN’T FOR EVERYONE

As mentioned in previous postings (Minimize Your Tax Bill and Recharacterizing a Roth Conversion), converting a traditional IRA to a Roth IRA is likely not beneficial for investors who believe they will be in a lower tax bracket during retirement than during their working years.

TEN COMMON TAX MISTAKES (PART ONE)

As my business card states, I am a fee-only financial planner. An independent financial advisor is very different from an accountant, so this posting should not be construed as tax advice.

TEN COMMON TAX MISTAKES (PART TWO)

Today we get to the remaining most common tax mistakes.