Schwartz & Hofflich, LLP

Archive for March, 2010

MARCH 2ND, 2010 Convert A Traditional IRA To A Roth IRA

What’s It All About?

By Neil Bayer

Much has been made of the change in the IRA rules which went into effect in 2010, particularly the rules covering converting a traditional IRA to a Roth IRA. Prior to 2010 owners of regular IRAs whose adjusted gross income was more than $100,000 were prohibited from converting their traditional IRA [...]

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MARCH 2ND, 2010 Get Tax Return Information In Early

The better organized you keep your information, the easier it is to file early because you don’t need to search for missing data. And you can speed up your refund by getting your tax return filed early in the tax season.  

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