August 31, 2018
Are you one of the fortunate few who doesn’t need all of what Uncle Sam requires you to take out of your IRA? If you are one (or you anticipate you may eventually be one), you might be able to reduce your taxable income....
July 31, 2018
Suspicions that the IRS might come after individuals who have done a “back-door Roth conversion” have now been allayed. An IRS spokesperson has now stated that the Service agrees with Congressional intent, and recognized...
June 30, 2018
Grandpa became a widower at the age of 55. He remarried within a year, to a single lady friend of the family whom we called Aunt Florence. Florence and Grandpa had a relatively short married life together—he died at age...
