Roth IRA

Join me in an interview with Curtis Smith CFP®, a fee-only Financial Advisor, to find out how a Roth IRA works and if it is right for you. You can listen in at RothIRA033010 Fern Alix LaRocca CFP® EA I’m Fern Alix LaRocca, a Certified Financial Planner licensee and Wealth Coach with over 30 years […]

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 […]

Most Estate Plans Possess a Major Flaw-Why Your Family’s Future is at Significant Risk If you could look 50 years into the future and visualize a gathering of your family, what would you like to see going on and what would you like to hear them talking about? Most people say they would like to […]