Despite the roller coaster ride that has been 2022, there is still time to reduce this year’s tax burden. By planning and acting on the following tax moves now, you can stay ahead of the curve.   Consider a Roth IRA conversion or “Backdoor Roth” Contribution limits apply to Roth IRAs based on modified adjusted […]

Quick Take: Equity markets bounced back from a two-month losing streak in response to 3rd quarter earnings and reports that the Fed could reduce interest rate hikes.[1]   As the holiday season approaches, equity markets made a brief comeback as the S&P 500 index climbed 8% in October, the first monthly rise since July.[2]  The […]