As the end of the year approaches, it’s time to think about any last minute tax strategies. At the same time, I have a checklist of things to prepare for the upcoming year. It’s more efficient to do them at the same time as many of the strategies impact calculations for next year.

Posted November 21, 2007 in Intermediate, Organization, Taxes by Madison | 3 Comments

In response to Strategy to Contribute More Than Roth IRA Limit Allows I received feedback from a reader, Tony. He thought it would be beneficial if I mentioned some of the rules for Roth IRA conversions.

Posted November 15, 2007 in Intermediate, Retirement by Madison | 2 Comments