finance

I am not a big fan of target date funds. But my colleague, Roger Wohlner,  has done a great job of discussing them here: Fidelity is one of the largest providers of 401(k) plans and like many fund company platforms it is common for their plan sponsor clients to offer several or all of Fidelity’s […]

File your taxes late? Yes, some tax rules are made to be broken. The rule I am talking about is filing your taxes by April 15th. Some people can prosper by not filing timely. Here is #3 of 3 of those situations: 1. Roth IRA Conversion 2. Multiple Roth IRA Conversions 3. Home buyers who […]

File your taxes late? Yes, some tax rules are made to be broken. The rule I am talking about is filing your taxes by April 15th. Some people can prosper by not filing timely. Here is #2 of 3 of those situations: 1. Roth IRA Conversion 2. Many taxpayers are setting up multiple Roth Conversion […]

File Your Taxes Late

by Fern Alix LaRocca CFP® EA · 0 comments

File your taxes late? Yes, some tax rules are made to be broken. The rule I am talking about is filing your taxes by April 15th. Some people can prosper by not filing timely. Here is #1 of 3 of those situations: 1.  If you are making a Roth IRA conversion, filing an extension can […]

I am a big fan of Warren Buffett- but not always. Sometimes it seems like his investment tips are out of touch and just when I want to think of him as an old bag who isn’t investing with the times- he pulls out a one two punch and shows everyone how it’s done right. […]