How Much of Your IRA Should You Convert to a Roth IRA? The critical question facing many investors during their retirement planning is how much of their IRA they should convert into a Roth IRA. Obviously, you want to convert as much money as possible if the tax rate you will pay now is lower than what you will pay
Tax Cuts and Jobs Act of 2017: What Taxpayers Need to Know On December 20, 2017, the U.S. House of Representatives and the U.S. Senate passed the Tax Cuts and Jobs Act of 2017 (the act or TCJA). The legislation makes significant changes to the Internal Revenue Code (IRC), including individual, corporate, and gift and estate taxation. Contact Hosler Wealth
New Tax Laws for 2020 Including the SECURE Act of 2019 Everyone is paying attention to the changes in the SECURE Act and rightly so. Our founder and top Wealth Manager Bruce Hosler even talked about it in an interview for Sonoran Living, a local Arizona TV channel. The spending bill itself also changed some tax rules. Contact Hosler Wealth