Category
Leverage Your 401(k) to Build Roth Earnings
By Anne ZavagliaPosted on September 3rd, 2019
Many investors are familiar with the “Backdoor Roth” IRA, which is an indirect way to contribute to a Roth when they are not eligible to […]
Learn MoreUnderstanding the SEC’s expanded new rules for broker conduct
By Anne ZavagliaPosted on July 2nd, 2019
The death of the U.S. Dept. of Labor’s Fiduciary Rule last year left a hole in efforts to expand “rules of the road” for fiduciary […]
Learn MoreThe House Passes the SECURE Act
By Anne ZavagliaPosted on May 30th, 2019
Many Americans do not have enough saved for retirement, with only 51% of workers having access to a work place retirement plan[i]. In an effort […]
Learn MoreApril 15 Tax Deadlines
By Anne ZavagliaPosted on March 22nd, 2019
New for the 2018 tax year, forms 1040A and 1040EZ are no longer available. Individuals will use Form 1040 to file returns. If you are […]
Learn MoreSocial Security Survivor Benefits
By Anne ZavagliaPosted on March 22nd, 2019
Social Security may pay benefits to eligible family members when a person dies, helping to make their financial life easier About 10% of the approximately […]
Learn MoreQualified Business Deduction for Real Estate
By Anne ZavagliaPosted on February 4th, 2019
Business owners will be able to deduct 20 percent of their qualified business income on their 2018 federal income tax return. The 20% pass through […]
Learn MoreWill the Shutdown Affect Tax Season?
By Anne ZavagliaPosted on January 7th, 2019
We are currently experiencing the longest shutdown in since the Congressional Budget Office was created. A number of departments and agencies have been shutdown including […]
Learn MoreWomen face challenges when planning for retirement.
By Anne ZavagliaPosted on January 7th, 2019
Women generally earn less over the course of their lifetimes than men which is often due to family care giving responsibilities. Statistically, women live longer […]
Learn MoreOhio 529 Plan Tax Deductions
By Anne ZavagliaPosted on December 3rd, 2018
You have until December 31 to make contributions to an Ohio 529 Plan. Contributions up to $4,000, per beneficiary, are deductible on your Ohio state […]
Learn MoreBusiness Owners: What’s Your Plan for Retirement?
By Anne ZavagliaPosted on November 29th, 2018
Business owners often put their heart, soul, and nearly all of their money into their business. When it comes to retirement planning, business owners should […]
Learn More