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Category Archives: Tax Education

An Overview of Tax Reform 2.0 Legislation

With all the focus on the Supreme Court recently, you might’ve missed the U.S. House passing Tax Reform 2.0. Passed on September 28, 2018, the legislation looks to make significant changes to the nation’s tax code. And as you likely recall, the U.S. tax code already experienced major changes via the Tax Cuts and Jobs […]

It’s Not Too Late to Recharacterize Your 2017 Roth Conversion

As a result of the Tax Cuts and Jobs Act, signed into law on December 22, 2017, recharacterizations of conversions will soon be a thing of the past. But you have one option left within the next few weeks. You have until October 15, 2018, to recharacterize your 2017 Roth IRA conversion. Previously, you could […]

Are You Focusing on Financials in the New Year 2018?

With the new year just days away, some of us are likely beginning to consider our new year’s resolutions. Have you considered adding some financial to-dos to that list? Consider starting off the new year with a focus on shoring up your understanding of your financial situation, particularly your retirement savings. First, ensure that your […]

DOL Fiduciary Rule Enforcement Officially Delayed

When we last left the topic of the Department of Labor (DOL) Fiduciary Rule, it was facing yet another onslaught from Congress. Also, the Securities and Exchange Commission (SEC) discussed pushing a separate fiduciary standard. But even with constant threats of modification, the chance of separate rules and additional attacks by outside parties, the DOL […]

Changes to your 401(k), IRA and other qualified plans coming in 2018

Despite what you may have heard recently, don’t expect drastic changes to your 401(k), IRA or other retirement plan before year’s end. It’s true that the possibility of changes to your 401(k) plans shook the financial industry last week. Republicans floated the idea of generating revenue lost as a result of proposed tax cuts by […]

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