Don’t believe any of the “stealth wealth” scenarios you see in the movies — like being able to wire money from the U.S. to a numbered account in Switzerland without anyone finding out.
Stealth Wealth Can Get You in Trouble
How to Lower Your Taxable Income
So, you’ve got your W-2s and you are ready to file your taxes. You fill out all of your info, import your documents, and check out your refund. This is where the disappointment usually sets in. Refunds are never what we hope them to be, but to maximize them is simple math. Your refund is […]
How to Rollover a 401k to a Roth IRA in 5 Simple Steps
The process is a fairly simple one to rollover your 401k to an IRA. You should consult a professional during the process, however. Your employer’s plan should have an advisor available to assist you. How to Rollover a 401k to a Roth IRA: It’s Easy Here are the five simple steps you’ll need to take: […]
How Will the New Tax Law Affect You?
The new tax law will change net income for about 85% of the population, but filing won’t be simplified the way Republican lawmakers originally promised.