Entries by Kandie Bonica

Is a Roth Conversion Right for You?

Retirement planning discussions often include Roth conversions, which involve moving funds from a pre-tax retirement account, such as a Traditional IRA, into a Roth IRA. Unlike traditional retirement accounts, Roth IRAs are funded with after-tax dollars, allowing for tax-free growth and tax-free qualified withdrawals after age 59½. One of the primary benefits of a Roth […]

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Starting a Business? The Devil Is in the Details

People are remarkably creative and constantly finding new ways to earn a living. Often, those ideas evolve into a new business. As exciting as that process can be, there are a few basic—but critical—steps to take before getting started. While many entrepreneurs focus on the big-picture vision, it’s often the overlooked details that have the […]

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Avoid IRS Penalties: A Guide to Quarterly Estimated Tax Payments

The exciting news? We’ve made it to the other side of April 15th! The not-so-exciting news? Individuals shouldn’t forget about their income taxes entirely. The Internal Revenue Service requires taxpayers to pay their income taxes as they receive income throughout the year instead of simply paying it when they file their tax return. Most people […]

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