Tag Archives for " IRS "

Is A ROTH Conversion Right For You? – Four Considerations To Help You Decide

3 years ago
/ Blog Post
/ By Danielle Howard

The decision to convert part or all your traditional IRA to a Roth IRA depends on several factors, including your current and future tax situation, legacy aspirations, financial circumstances and time

Leaving Or Getting An Inheritance – There Are Tax Implications.

4 years ago
/ Blog Post
/ By Danielle Howard

The question: “I received an inheritance, how is that going to impact my taxes?” My response – “It depends.” Here is the jest of the conversation as we unpack the situation. Look at