'Tis the tax season
Are you in a top tax bracket?
Congress has just created the equivalent of an interest free loan for you if you make a Roth-IRA conversion fast.
With taxes as the benchmark, the next two years could be the best ever in the modern era--for the wealthy. Time to call the accountant and the estate planner.
Here's why taxes and tax strategies have jumped to the top of the news queue: Obama will sign the $858 billion bi-partisan tax cut deal today.
It seems that almost every homeowner I know is in the process of refinancing their mortgage. A timely warning on protecting your interests during the refinancing.
Banks are unhappy. It may be a victory for consumers. But it's just a proposal and there is a legitimate concern about the law of unintended consequences. Still, the Federal Reserve would like to cut debit card processing fees much more than expected.