by Ike Trotter Published: March 8,2013
Tags: Ike Trotter, Roth IRA, taxes, TD Ameritrade
According to a recent TD Ameritrade poll, 47 percent of U.S. taxpayers expect a refund this year. The important question to ask is: What do they plan to do with the money? The answers may surprise you. While 15 percent of the survey respondents indicated they would spend their refunds on discretionary purchases, 47 percent [...] [...]
by Ike Trotter Published: April 8,2012
Tags: Form 8949, Ike Trotter, IRS, Roth IRA, tax season
Every year, the IRS enacts certain changes to the tax code; some large — but most fairly small. There are those situations, however, where some changes to the tax code don’t receive as much notice as they should. This year is no exception. Here is a rundown of what may affect some taxpayers this year. [...] [...]
To convert or not to convert – that is the question many investors are asking themselves as 2010 approaches. Beginning Jan. 1, traditional IRA owners will have the opportunity to convert their investment into a Roth IRA, a form of IRA in which the contributions are not dedicated for income tax purposes, but the [...] [...]
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