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Maximize & Minimize
Roth IRA Conversions: When They Make Sense - and When They Don’t
Roth conversions are one of the most talked about tax strategies right now. I’ve seen more interest in the past year than at any time since the income limits on conversions were eliminated in 2010. While “pay tax now, avoid tax later” sounds simple…
It’s Never Too Early to Plan - Especially After This Tax Season
I had high hopes for a smooth, and staple-free, tax season (see January blog post). Reality had other plans. A much-needed post-tax-season manicure solved the staple issue (note to self: stop using your fingernails to remove them), and I’m now working on a plan to address the “smooth” part.
What made this tax season feel rougher than expected?
2025 Year-End Reminders: A Friendly Nudge
The end of the year always seems to arrive faster than we expect. Before the calendar flips to 2026, a little planning now can help reduce surprises in April. Many strategies…