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Can I convert part of an active SEP to a Roth IRA?
Q: I have an active SEP (Simplified Employee Pension) IRA. I’ve been hearing about the positives involved with Roth IRAs and would like to take advantage of the tax-free savings as soon as possible. Can I convert part of it to a Roth IRA right now?A: As long as the...
IRS Wrongly Demanded Repayments of First-Time Homebuyer Tax Credit
The Internal Revenue Service mistakenly sent notices to approximately 80,000 taxpayers telling them they needed to repay the First-Time Homebuyer Tax Credit.A new report by the Treasury Inspector General for Tax Administration found that 27,728 taxpayers were notified...
Do I Need a Will?http://ping.fm/vHcmL
Couples Not Doing Social Security Planning
A majority of married couples in their 60s lack the knowledge about how to maximize their Social Security benefits and whether or not to expect Social Security advice from a financial planner.According to a recent survey of 532 married couples between the ages of 60...
Moving Out of the Home Office — Four Tips for Growing Businesses
Did you know that an astonishing 52 percent of small businesses are home-based? That’s according to the SBA’s Office of Advocacy.Running a home-based business must have numerous advantages for many business models, and for businesses of different ages. For...
Voted Best Accountant, Financial Planner & Insurance Agency in Wrentham 2011-2020 & Regional Favorite 2016-2020
Voted 2022 Local Businessperson of the Year in Wrentham by Alignable
Voted 2020-2021 Local Businessperson of the Year in Wrentham by Alignable
Voted Top 31 Insurance Agency in Providence RI Area
