Taxes

U.S. Government Looking to Ban Individuals from Using the “Back Door”

A few years ago around tax time we received a call from a concerned client regarding his projected tax bill. He was quite confused when he relayed to us that his tax-preparer explained an unexpected tax liability was due to previous year’s Roth IRA conversions. We were surprised to hear this as the conversions in question came from non-deductible IRA contributions . Through…

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It’s Good to be the Banker

It’s Good to be the Banker

Even when Not Playing Monopoly Thinking more like a banker can provide us many benefits from a tax re-positioning perspective and a loaning vs borrowing / cash flow perspective. Not too long ago, I and a client were interviewed by a reporter at Forbes about the benefits of making serial conversions to Roth IRAs over time and how his conversions…

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Never Buy This in December

Never Buy This in December

It seems that every year in December we get a multitude of calls from clients regarding a pretty common occurrence for certain types of investments.This month, most pooled investments pay out their capital gains to shareholders and the value of the associated account falls for a few days until the money is reinvested or paid out.  Given the healthy returns…

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How To Get The Best Answers

How To Get The Best Answers

The Key is Starting with Great Questions When you read something particularly good, it’s hard not to want to share with everyone.  Many ideas are original but sometimes other ideas are just too good not to share.  Ben Carlson wrote a particularly good blog last month that I felt I should share with everyone and add a few thoughts of…

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