Tag: Tax Planning

Divorce and Finances

Mariella Foley, Wealth Advisor at Round Table, begins her Women of Clarity podcast series – aimed to inspire women to become more involved in planning for their financial future. In this kickoff series, Mariella had the pleasure of sitting [...]

By |2019-09-27T16:30:22+00:00September 27th, 2019|Podcasts|Comments Off on Divorce and Finances

Using Mortgage Interest to Fund Investments: The Interest Tracing Rules

Finding the capital to make investments, whether into your business or other traditional investments, can often be challenging. The more stringent lending rules emanating from the latest economic downturn have made it even more difficult. For many investors, the [...]

By |2020-06-16T18:55:30+00:00August 10th, 2019|Whitepapers|Comments Off on Using Mortgage Interest to Fund Investments: The Interest Tracing Rules

A Pitfall of the “Backdoor” Roth IRA Conversion

Every few months, a reputable financial news website like MarketWatch, CNBC, or The Wall Street Journal releases an article about the benefits of contributing to a non-deductible IRA and converting that contribution to a Roth IRA (a “backdoor” Roth [...]

By |2019-08-15T20:53:14+00:00January 2nd, 2019|Blog|Comments Off on A Pitfall of the “Backdoor” Roth IRA Conversion

2018 Federal Estate Tax Law Changes

Federal estate taxes changed under the new tax law, resulting in substantially less taxes for individuals with estates greater than $5.49 million and couples with estates greater than $10.98 million. The Tax Cuts and Jobs Act more than doubles [...]

By |2019-06-13T14:32:28+00:00April 16th, 2018|Blog|Comments Off on 2018 Federal Estate Tax Law Changes