RETIREMENT INCOME – INDIVIDUALS One of the basic tenets of tax planning is to have a retirement plan be part of your overall tax plan. The reason for this is because retirement planning involves tax deferral. The whole concept of tax deferral means you delay paying income taxes until a later date and hopefully at […]

YOUR IRAs:  Is this a good time to convert? This may be an ideal time to convert your Traditional IRA to a Roth IRA. Because the stock market has dropped significantly over the past few weeks there is the potential for large tax savings upon the conversion. With a Roth IRA you invest in after-tax […]