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baker holtz tax tips

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Tax-Free Roth IRA Withdrawal Options

While Roth IRAs are funded in after-tax dollars, making a mistake on withdrawing funds could still subject you to tax and penalties on withdrawal of earnings. Here are some tips that every Roth IRA account holder should know!

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Tax Surprises for the Newly Retired

Rebalancing your portfolio when you get older makes sense. So does anticipating for these possible tax surprises during your retirement years. Learn more about these possible surprises and how to avoid them on our latest “Tax Tip of the Week”!

Tax Savvy Moves to Consider During the Pandemic

This time during the pandemic is one of confusion and uncertainty for many taxpayers. However, considering a few changes during this time could save you money in the long run! On our latest “Tax Tip of the Week”, learn a few tax savvy moves to consider during the pandemic.

Ensure You Receive a Stimulus Payment

The IRS recently announced the launch of web sites for non-tax filers to register to receive their economic impact payment and a new Get My Payment tool. Here is what you need to know.