Susan MoussiNov 18, 20193 minTax Season Tips & Planning Part OneIt’s that most wonderful time of the year. Enough of the year has gone by that you have a pretty good idea as to the income and...
Susan MoussiAug 7, 20192 minIs It Time to Amp Up Your ROTH Accounts?On May 23, 2019, the US House passed H.R. 1994-Setting Every Community Up for Retirement Enhancement Act of 2019, aka SECURE Act.
Susan MoussiMar 17, 20172 minAct Now & Save on Your 2016 Tax ReturnTax filing season provides an opportunity to make decisions that can affect the previous year’s tax bill. There is still time to act on...
