On Friday, December 22, President Trump signed the Tax Cuts and Jobs Act into law. This finalized what is considered to be the most significant (and contentious) tax code overhaul in decades. Many questioned if this would be done in 2017. Now that it is, there're only days left for people to react before year … Continue reading A Few Days and Things to Consider
"...but in this world, nothing can be said to be certain, except death and taxes." -Benjamin Franklin Taxes are certainly top of mind as the Senate plans to vote on a final version of tax reform this week. There's still uncertainty about what will ultimately pass, but as of now, it seems at least a … Continue reading Death and Taxes
One common question we get from clients is whether Roth IRAs or Traditional IRAs are better. Before I try to answer that, let's get one thing out of the way- this isn't tax advice and I'm not a tax advisor. That being said, the answer (in my opinion), is that it really depends. Overview To … Continue reading To Roth or Not?
The Bellwether Blog 