Newsletters

2024 Q2 Newsletter:

• How to File an Extension for Your Taxes
• Questions and Answers Related to Avoiding an Underpayment Penalty
• Reasons to Consolidate Your Investments
• How to Reduce Your Income with Qualified Charitable Distributions (QCDs)

For further information click here: 2024 Q2 Newsletter

2024 Q1 Newsletter:

• 2024 Contribution Limits
• Financial Freedom Through Roth IRA Conversion
• Utilizing 529 Plans to fund a Roth IRA

For further information click here: 2024 Q1 Newsletter

2023 Q4 Newsletter:

• 4th Quarter Dates to Remember
• Final Thoughts for 2023
• Avoid Underpayment Penalties
• The MoveIt Hack: Another Reason to Freeze Your Credit

For further information click here: 2023 Q4 Newsletter