Moving Your 401(k) to a Roth IRA Tax-Free? Moving Your 401(k) to a Roth IRA Tax-Free? Julie Sayers2024-01-09T12:02:32-05:00January 5th, 2021|Tax Strategies|
Gifting with Tax Purposes in Mind Gifting with Tax Purposes in Mind Julie Sayers2024-01-08T20:12:55-05:00December 8th, 2020|Tax Strategies, Legacy Building, Estate Planning|
IRS Makes 2021 IRA Cost-of-Living-Adjustments IRS Makes 2021 IRA Cost-of-Living-Adjustments Julie Sayers2024-01-09T12:08:19-05:00November 17th, 2020|Tax Strategies|
Understanding Interest Rates and Your Financial Situation Understanding Interest Rates and Your Financial Situation Julie Sayers2024-01-09T12:08:23-05:00November 3rd, 2020|Tax Strategies|
Which Filing Status Makes Sense for Me Which Filing Status Makes Sense for Me Julie Sayers2024-01-09T12:08:28-05:00October 26th, 2020|Tax Strategies|
Understanding the Roth 401(k) vs. the Traditional Understanding the Roth 401(k) vs. the Traditional Julie Sayers2024-01-09T13:40:12-05:00August 10th, 2020|Financial Planning, Retirement Planning, Tax Strategies|
August is National Wellness Month August is National Wellness Month Julie Sayers2024-01-09T13:42:27-05:00August 4th, 2020|Tax Strategies|
Miss the Tax Deadline? What to Do If You Forgot to File Your Taxes Miss the Tax Deadline? What to Do If You Forgot to File Your Taxes Julie Sayers2024-01-09T13:42:43-05:00July 27th, 2020|Tax Strategies|
COVID-19 and Your Taxes – Part 2 COVID-19 and Your Taxes – Part 2 Julie Sayers2020-07-06T20:31:30-04:00July 1st, 2020|Tax Strategies|
COVID-19 and Your Taxes – Part 1 COVID-19 and Your Taxes – Part 1 Julie Sayers2024-01-09T13:42:53-05:00June 25th, 2020|Tax Strategies|
