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Ask Us Anything: Backdoor Roth IRAs
By Brent Weiss, CFP®, ChFC® If your income is too high to take advantage of a conventional Roth IRA, or you’d like to put away more
Ask Us Anything: Top Tax Filing Mistakes
By Brent Weiss, CFP®, ChFC® Brent highlights common tax mistakes that can delay your refund or even cost you additional taxes, penalties, and interest.https://youtu.be/cq22nyumhzg Time Stamps:
Tax Moves to Make Before the New May 17 Deadline
The IRS recently announced that the due date for filing your 2020 tax return has been moved from April 15 to May 17, 2021. If you’re suddenly feeling a sense of deja vu, it’s justified: last year the IRS moved the deadline for filing your 2019 tax return from the normal April 15 to July 15.
Ask Us Anything: Stimulus 3.0
By Brent Weiss, CFP®, ChFC® The $1.9 trillion stimulus bill, the third in the pandemic era, is more than just $1,400 checks. Brent outlines what it