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Maestro Wealtlh Advisors

Tax Planning With Addison Maille

By |2020-10-02T09:56:31-04:00July 16, 2020|Financial Planning, Taxes|

Two specific topics we want to get Addison Maille's insight on are business succession planning and real estate investing tax challenges. We’ll discuss those things plus learn more about the tax planning process and what people can be doing over the second half of the year.

Paying Taxes From Another Source

By |2020-10-27T09:38:29-04:00June 26, 2020|Retirement Planning, Roth Conversion, Taxes|

Be careful before diving headfirst into a Roth conversion. Evaluate your income for the year and determine how much wiggle room you have before potentially pushing into the next tax bracket. Remember that Roth conversions can impact financial aid, IRMAA surcharges and other items based on income.

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