Tag Archives: Taxes
Roth Conversion – Opportunity and Caution
Should you convert your IRA or 401(k) to a Roth? The decision to convert is specific to each investor’s set of circumstances. This post shares some key factors to consider for the Roth decision. What is a Roth Conversion? A … Continue reading
Four Ways to Donate with Four Weeks Left for Tax Deductions
There are many ways to support the charitable organizations that are important to you. Goods, monetary donations, and the most limited resource of all (YOUR TIME) are all generally accepted and appreciated throughout the year. Are there ways that you … Continue reading
John B. Nowak, CPA, CFP®, CPWA®