investing

Why do so many people choose it rather than a traditional IRA?

Provided by: Nate Kilton, CPA/PFS, CFP®, MBA, REALTOR®

The Roth IRA changed the whole retirement savings perspective. Since its introduction, it has become a fixture in many retirement planning strategies.  

The little things independent contractors should do before April.

Provided by: Nate Kilton, CPA/PFS, CFP®, MBA, REALTOR®

Instead of just spending the money, you could plan to pay yourself.

About 70% of taxpayers receive sizable refunds from the Internal Revenue Service. Just how sizable? The average refund totals about $2,800.¹

A useful year-end move to counteract capital gains.

Provided by: Nate Kilton, CPA/PFS, CFP®, MBA, REALTOR®​

The basics on capital gains & deductions.

Provided by: Nate Kilton, CPA/PFS, CFP®, MBA, REALTOR®​

Buying or selling income property has definite tax consequences. A taxpayer should clearly understand them, whether he or she intends to acquire a property or put one on the market.