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Tag: Roth Conversions

February 9, 2024

10 Essential Tax Planning Strategies

As the saying goes, “in this world nothing can be said to be certain, except death and taxes.” While we may not have control over the inevitability of taxes, we do have tax planning strategies at our disposal to minimize the impact. When utilized productively, tax planning can be a strategic approach to optimize your [...]

Vince Lee
Contributions from: Vince Lee, CFP®, CPA, Wes Burroughs

October 26, 2023

Getting the Most from Your Amazon Benefits

Amazon provides generous company benefits that can help you build wealth, manage risk, and secure your future. It’s important to consider how to best integrate the additional compensation, retirement, and health benefits into your financial plan. Equity Awards Your grants of Amazon restricted stock units (RSUs) can help increase your cash flow or meet long-term [...]

Katie Mietus
Contributions from: Katie Berntson, CFP®

October 31, 2022

Top 3 Year-End Tax Planning Strategies in a Down Market

The markets have taken us on quite a ride this year. As we draw toward the close of 2022, there is still time to take advantage of effective tax planning strategies. If you are the kind of person who finds checklists helpful, we’ve compiled some key areas to review in this Year-End Tax Planning Checklist. [...]

Ian Curtiss
Contributions from: Ian Curtiss, CFP®, CFA®, ChSNC

October 12, 2022

Maximizing Your Employer Benefits

In the world of wealth management, fall season is synonymous with open enrollment. Many people choose to simply re-elect last year’s elections without giving them a second thought. Yet, taking full advantage of your employee benefits can provide an opportunity to maximize your savings. We hope you find these tips on optimizing common benefits helpful [...]

Contributions from: Kristi Panza

May 23, 2022

Tax Planning Strategies During Market Declines

Market volatility can provide plenty of opportunities for portfolio rebalancing and this is especially true when markets enter “correction mode”. Market corrections are associated with price declines of 20% or more. As many of you know, we are actively monitoring investment portfolios for rebalancing opportunities to take advantage of market corrections. In addition to portfolio [...]

March 14, 2022

How Does a Backdoor Roth IRA Contribution Work?

Backdoor Roth IRA contributions are a commonly used planning technique to help high-income earners contribute to a Roth IRA, even when their income is higher than the maximum set by the IRS. While the strategy is commonplace, the logistics are often misunderstood. This can lead to misconceptions and potential errors on tax return filings. In [...]

Vince Lee
Contributions from: Vince Lee, CFP®, CPA

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