Individuals
Want tips on converting conventional IRAs to Roth? Do the new 2010 rules indicate that converting to a Roth makes sense for you? There are many variables to consider beyond just guessing whether or not your taxable income will be higher now than in retirement… so, before deciding whether or not to convert, we encourage you to come in and discuss your specific situation.

For more information on Roth IRAs click on the following link: More from Triangle dBusiness News


Small Business Owner
Do you need help with:

• Start-up or Business ownership/transition issues?
• Quick Books challenges?
• A desire to improve retirement planning?
• Growth planning or debt management and/or restructuring problems?
• Problems with the IRS?
• Payroll tax issues?
• Do you want to know if you can claim tax breaks provided in the ‘stimulus package’?

Call or come in and let’s explore alternative solutions that fit your unique situation.