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Income Tax Preparation
“Financial Strategies That Fit Your Needs” ★ 800-560-4NFS
How to Handle a Roth Recharacterization
Another great client question....Q: I would like to roll over a portion of my Traditional IRA to my Roth IRA. Should it be rolled over to the existing Roth IRA account or to a separate new Roth IRA account? I do not want to lose the ability to recharacterize the...
Tax Filing Season is Here! Free Organizers & Discounts from NFS!
WRENTHAM, MA - Tax Season is HERE!! Well, almost anyway. Some people hire a tax professional and some people choose to do it themselves - either way - NFS has an option for you!!No matter where in the world you are, NFS can help you to prepare your US Federal and...
Unemployment Dips to 9.4%
The unemployment rate fell four-tenths of a percentage point to 9.4 percent in December, as nonfarm payroll employment increased by 103,000. Employment rose in leisure and hospitality and in health care, but was little changed in other major industries, according to...
The Pension Crisis? See NFS January Financial Factshttp://ping.fm/kSbsN
What if I don’t have Earned Income, can I contribute to an IRA?
I received this question from a client of mine and wanted to share it.Q: I am a retiree and my wife and I have been talking about planning (even more than we already have) for our retirement in retirement. I want to know if I can contribute to a Roth IRA with no "W2"...
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
