Yes, you can undo a Roth IRA conversion

September 18, 2017

Converting a traditional IRA to a Roth IRA can provide tax-free growth and the ability to withdraw funds tax-free in retirement. But what if you convert a traditional IRA — subject to income taxes on all Read more

It’s time to harvest investment losses

December 19, 2016

If you hold investments outside of tax-advantaged retirement plans such as Individual Retirement Accounts and pension plans, you may be able to take steps before year end to reduce your 2016 tax liability. Read more